Retirement plan

CONCRETE CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: CONCRETE CONSTRUCTION SUPPLY, INC. - CONCRETE CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2020) Form 5500
Creator: CONCRETE CONSTRUCTION SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCRETE CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN, CONCRETE CONSTRUCTION SUPPLY, INC.

CONCRETE CONSTRUCTION SUPPLY, INC.EIN 82-0442316Plan #002PY 2020

1849 E COMMERCIAL ST - MERIDIAN, ID 836425963208-955-0068ccs-supply.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+80.6% from 2019

Total participants

+6.5% from 2019

Average account balance

$75,745

+65.3% from 2019

Annual return

42.59%

+42.59 pp from 2019

Benchmarks

See 9,300 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,300 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.90M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$226K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

-7.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4154

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2I2P2E3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$170K

$3464 / participant

Other / not subdivided$170K100.0%

% of EOY assets

4.767%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,745

$65,034+16.5%

$90,970-16.7%

$79,856-5.1%

Participation rate

95.9%

61.6%+34.3pp

69.0%+26.9pp

69.6%+26.3pp

Annual return

42.59%

30.45%+12.1pp

134.60%-92.0pp

31.71%+10.9pp

Employer contribution / active EE

$15,301

$1,247+1126.6%

$2,122+621.1%

$2,471+519.2%

Participant deferral / active EE

$2,512-100.0%

$3,373-100.0%

$3,741-100.0%

Admin fee / account holder

$3,611

$4,536-20.4%

$5,961-39.4%

$5,306-32.0%

CONCRETE CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONCRETE CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP 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