Retirement plan

FRANZ CONSTRUCTION, INC. RETIREMENT PLAN

Name: FRANZ CONSTRUCTION, INC. - FRANZ CONSTRUCTION, INC. RETIREMENT PLAN (2018) Form 5500
Creator: FRANZ CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANZ CONSTRUCTION, INC. RETIREMENT PLAN, FRANZ CONSTRUCTION, INC.

FRANZ CONSTRUCTION, INC.EIN 81-0419247Plan #001PY 2018

P.O. BOX 1046 - SIDNEY, MT 592701046406-482-4760LinkedIn51-200 employeesconstruction

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$7.8M

+7.1% from 2017

Total participants

157

+3.3% from 2017

Average account balance

$53,188

+9.3% from 2017

Annual return

4.13%

-4.41 pp from 2017

Benchmarks

See 15,017 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,017 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.17M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$53K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

153

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$293

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.93%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$562

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ALLIANCE BENEFIT GROUP3+ years Service code 10 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047	Accounting	$1,335
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 PO BOX 7112 · BILLINGS, MT 591037112	Accounting	$0

Plan features & details

Pension benefit codes2A2E2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$19K

$287 / participant

Investment mgmt$18K92.2%
Contract admin$2K7.8%

% of EOY assets

0.246%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,188

$57,350-7.3%

$83,850-36.6%

$64,181-17.1%

Participation rate

85.1%

68.6%+16.5pp

76.1%+8.9pp

69.6%+15.5pp

Annual return

4.13%

11.38%-7.2pp

850.92%-846.8pp

7.63%-3.5pp

Employer contribution / active EE

$4,513

$2,545+77.3%

$3,631+24.3%

$2,381+89.6%

Participant deferral / active EE

$2,993-100.0%

$4,082-100.0%

$3,470-100.0%

Admin fee / account holder

$131

$4,046-96.8%

$5,478-97.6%

$4,887-97.3%

Provider

Service type

Compensation

ALLIANCE BENEFIT GROUP3+ years

Service code 10 · EIN 87-0364490

7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047

Accounting

$1,335

EIDE BAILLY LLP2 years

Filed as: EIDE BAILLY, LLP

Service code 10 · EIN 45-0250958

PO BOX 7112 · BILLINGS, MT 591037112

Accounting

FRANZ CONSTRUCTION, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRANZ CONSTRUCTION, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion