Retirement plan

WHITEWATER BUILDING MATERIALS CORP. 401(K) PROFIT SHARING PLAN

Name: WHITEWATER BUILDING MATERIALS CORP. - WHITEWATER BUILDING MATERIALS CORP. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: WHITEWATER BUILDING MATERIALS CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHITEWATER BUILDING MATERIALS CORP. 401(K) PROFIT SHARING PLAN, WHITEWATER BUILDING MATERIALS CORP.

WHITEWATER BUILDING MATERIALS CORP.EIN 84-0536087Plan #001PY 2016

7100 E. BELLEVIEW AVENUE, SUITE 300 - GREENWOOD VILLAGE, CO 80111970-242-7538whitewater-rock.comLinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#004Retirement-$449K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5M

+14.5% from 2015

Total participants

0.0% from 2015

Average account balance

$386,982

+5.7% from 2015

Annual return

10.59%

+17.16 pp from 2015

Benchmarks

See 2,108 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,108 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.93M

Not enough data

1 years with asset history on file

Average account balance

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

$352K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+9.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60567

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$137K

$12457 / participant

Other / not subdivided$137K100.0%

% of EOY assets

2.724%

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

$386,982

$132,310+192.5%

$105,754+265.9%

$273,972+41.2%

Participation rate

100.0%

83.2%+16.8pp

78.9%+21.1pp

83.0%+17.0pp

Annual return

10.59%

10.08%+0.5pp

12.25%-1.7pp

41.46%-30.9pp

Employer contribution / active EE

$17,067

$4,867+250.7%

$4,079+318.4%

$4,869+250.5%

Participant deferral / active EE

$8,389

$6,233+34.6%

$5,326+57.5%

$5,287+58.7%

Admin fee / account holder

$10,540

$12,036-12.4%

$8,309+26.8%

$10,133+4.0%

WHITEWATER BUILDING MATERIALS CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHITEWATER BUILDING MATERIALS CORP. 401(K) PROFIT SHARING 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