Retirement plan

NV CHAPTER THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) P/S PLAN & TRUST

Name: NEVADA CHAPTER THE ASSOCIATED GENERAL CONTRACTOR OF AMERICA - NV CHAPTER THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) P/S PLAN & TRUST (2016) Form 5500
Creator: NEVADA CHAPTER THE ASSOCIATED GENERAL CONTRACTOR OF AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NV CHAPTER THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) P/S PLAN & TRUST, NEVADA CHAPTER THE ASSOCIATED GENERAL CONTRACTOR OF AMERICA

NEVADA CHAPTER THE ASSOCIATED GENERAL CONTRACTOR OF AMERICAEIN 88-0023700Plan #003PY 2016

5400 MILL STREET - RENO, NV 89502775-329-6116LinkedIn1-10 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$336K

-49.2% from 2015

Total participants

-16.7% from 2015

Average account balance

$67,108

-39.1% from 2015

Annual return

14.67%

+22.97 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+17.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$319

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 codes2E2G2J

Plan features

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.
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.

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

$461K

$115149 / participant

Other / not subdivided$461K100.0%

% of EOY assets

137.271%

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

$67,108

$90,486-25.8%

$78,676-14.7%

$273,972-75.5%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

14.67%

75.62%-61.0pp

62.19%-47.5pp

41.46%-26.8pp

Employer contribution / active EE

$7,324

$3,175+130.7%

$2,850+157.0%

$4,869+50.4%

Participant deferral / active EE

$2,044

$3,901-47.6%

$3,517-41.9%

$5,287-61.3%

Admin fee / account holder

$92,119

$5,263+1650.3%

$4,510+1942.5%

$10,133+809.1%

NV CHAPTER THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) P/S PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NV CHAPTER THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) P/S PLAN & TRUST

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