Retirement plan

J.R. ABBOTT CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: J.R. ABBOTT CONSTRUCTION CO. INC. - J.R. ABBOTT CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: J.R. ABBOTT CONSTRUCTION CO. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.R. ABBOTT CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN AND TRUST, J.R. ABBOTT CONSTRUCTION CO. INC.

J.R. ABBOTT CONSTRUCTION CO. INC.EIN 91-1203959Plan #001PY 2017

3408 1ST AVE. SOUTH - SEATTLE, WA 98134206-467-8500abbottconstruction.comLinkedIn201-500 employeesconstruction

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$15.4M

+16.6% from 2016

Total participants

311

+6.9% from 2016

Average account balance

$51,562

+12.3% from 2016

Annual return

14.52%

+4.72 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$33.22M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

279

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.

85.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$409

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION1 year Filed as: LINCOLN NATIONAL CORPORATOIN Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802	Recordkeeping	$84,257
PINNACLE FINANCIAL SERVICES, INC.2 years Filed as: PINNACLE FINANCIAL Service code 14 · EIN 59-2438373 1177 HYPOLUXO RD · LANTANA, FL 33462	Plan Administrator	$10,100
401K SAFE1 year Service code 14 · EIN 27-1487178 1919 OXMOOR RD · BIRHINGHAM, AL 35209	Plan Administrator	$2,278
HUNNEX AND SHOEMAKER, INC.1 year Filed as: HUNNEX AND SHOEMAKER Service code 14 · EIN 91-1072394 701 5TH AVE, SUITE 6710 · SEATTLE, WA 98104	Plan Administrator	$1,675

Plan features & details

Pension benefit codes2A2E2J2K2F2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$88K

$365 / participant

Investment mgmt$88K100.0%

% of EOY assets

0.575%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BERNTSON PORTER & COMPANY
Auditor EIN: 911308574
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,562

$58,726-12.2%

$92,233-44.1%

$62,292-17.2%

Participation rate

94.6%

68.3%+26.3pp

76.5%+18.1pp

69.5%+25.1pp

Annual return

14.52%

43.62%-29.1pp

176.28%-161.8pp

28.90%-14.4pp

Employer contribution / active EE

$1,816

$2,392-24.1%

$3,679-50.6%

$2,042-11.1%

Participant deferral / active EE

$5,954

$2,766+115.3%

$3,897+52.8%

$3,169+87.9%

Admin fee / account holder

$297

$556-46.7%

$5,194-94.3%

$479-38.1%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION1 year

Filed as: LINCOLN NATIONAL CORPORATOIN

Service code 15 · EIN 35-0472300

PO BOX 7877 · FORT WAYNE, IN 46802

Recordkeeping

$84,257

PINNACLE FINANCIAL SERVICES, INC.2 years

Filed as: PINNACLE FINANCIAL

Service code 14 · EIN 59-2438373

1177 HYPOLUXO RD · LANTANA, FL 33462

Plan Administrator

$10,100

401K SAFE1 year

Service code 14 · EIN 27-1487178

1919 OXMOOR RD · BIRHINGHAM, AL 35209

Plan Administrator

$2,278

HUNNEX AND SHOEMAKER, INC.1 year

Filed as: HUNNEX AND SHOEMAKER

Service code 14 · EIN 91-1072394

701 5TH AVE, SUITE 6710 · SEATTLE, WA 98104

Plan Administrator

$1,675

J.R. ABBOTT CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.R. ABBOTT CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN AND 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