Retirement plan

CMG DRAINAGE ENGINEERING, INC. 401(K) ELECTIVE RETIREMENT PLAN

Name: CMG DRAINAGE ENGINEERING, INC. - CMG DRAINAGE ENGINEERING, INC. 401(K) ELECTIVE RETIREMENT PLAN (2021) Form 5500
Creator: CMG DRAINAGE ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CMG DRAINAGE ENGINEERING, INC. 401(K) ELECTIVE RETIREMENT PLAN, CMG DRAINAGE ENGINEERING, INC.

CMG DRAINAGE ENGINEERING, INC.EIN 87-0435221Plan #002PY 2021

P.O. BOX 64880 - TUCSON, AZ 85728520-882-4244cmgdrainage.comLinkedIn1-10 employeescivil engineering

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

+24.7% from 2020

Total participants

+14.3% from 2020

Average account balance

$431,503

+9.1% from 2020

Annual return

20.62%

-13.84 pp from 2020

Benchmarks

See 44,702 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,702 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.41M

Not enough data

1 years with asset history on file

Average account balance

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

$379K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6843

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1 / participant

Other / not subdivided$6100.0%

% of EOY assets

0.000%

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

$431,503

$124,330+247.1%

$109,173+295.2%

$167,536+157.6%

Participation rate

100.0%

79.5%+20.5pp

75.9%+24.1pp

82.1%+17.9pp

Annual return

20.62%

26.04%-5.4pp

25.75%-5.1pp

478.82%-458.2pp

Employer contribution / active EE

$3,469

$4,209-17.6%

$3,723-6.8%

$4,839-28.3%

Participant deferral / active EE

$10,591

$5,256+101.5%

$4,654+127.6%

$6,342+67.0%

Admin fee / account holder

$7,974-100.0%

$6,755-100.0%

$12,315-100.0%

CMG DRAINAGE ENGINEERING, INC. 401(K) ELECTIVE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CMG DRAINAGE ENGINEERING, INC. 401(K) ELECTIVE 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