Retirement plan

NEVADA CHAPTER ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) PROFIT SHARING PLAN

Name: NEVADA CHAPTER OF THE ASSOCIATED GENERAL - NEVADA CHAPTER ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: NEVADA CHAPTER OF THE ASSOCIATED GENERAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEVADA CHAPTER ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) PROFIT SHARING PLAN, NEVADA CHAPTER OF THE ASSOCIATED GENERAL

NEVADA CHAPTER OF THE ASSOCIATED GENERALEIN 88-0023700Plan #003PY 2017

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$396K

+17.9% from 2016

Total participants

+40.0% from 2016

Average account balance

$56,500

-15.8% from 2016

Annual return

4.44%

-10.23 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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 codes2E2F2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$38

$6 / participant

Other / not subdivided$38100.0%

% of EOY assets

0.010%

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

$56,500

$99,011-42.9%

$86,582-34.7%

$147,586-61.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

4.44%

1312.75%-1308.3pp

965.08%-960.6pp

578.59%-574.2pp

Employer contribution / active EE

$6,011

$3,132+91.9%

$2,839+111.7%

$4,876+23.3%

Participant deferral / active EE

$1,499

$3,972-62.3%

$3,609-58.5%

$5,439-72.4%

Admin fee / account holder

$5,709-99.9%

$4,904-99.9%

$10,886-100.0%

NEVADA CHAPTER ASSOCIATED GENERAL CONTRACTORS OF AMERICA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEVADA CHAPTER ASSOCIATED GENERAL CONTRACTORS OF AMERICA 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