Retirement plan

ERICKSON-HALL CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Name: ERICKSON-HALL CONSTRUCTION COMPANY - ERICKSON-HALL CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: ERICKSON-HALL CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERICKSON-HALL CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST, ERICKSON-HALL CONSTRUCTION COMPANY

ERICKSON-HALL CONSTRUCTION COMPANYEIN 91-1903631Plan #002PY 2019

500 CORPORATE DRIVE - ESCONDIDO, CA 92029760-796-7700ericksonhall.comLinkedIn201-500 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$20.8M

+30.5% from 2018

Total participants

220

-1.3% from 2018

Average account balance

$94,769

+32.3% from 2018

Annual return

24.46%

+31.20 pp from 2018

Benchmarks

See 2,830 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,830 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.18M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

270

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

$3.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$419

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
ALDRICH WEALTH LIMITED PARTNERSHIP3 years Service code 27 · EIN 93-1244319	Advisory (Plan)	$58,473
ALDRICH WEALTH LIMITED PARTNERSHIP1 year Filed as: ALDRICH RETIREMENT SOLUTIONS, LP Service code 13 680 HAWTHORNE AVENUE, SUITE 140 · SALEM, OR 97301	Contract Administrator	$25,395
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Service code 64 · EIN 84-0467907	Recordkeeping Fees	$23,516
DUFFY KRUSPODIN LLP1 year Filed as: DUFFY KRUSPONDIN, LLP Service code 10 4225 EXECUTIVE SQUARE, SUITE 900 · LA JOLLA, CA 92037	Accounting	$9,177

Plan features & details

Pension benefit codes2A2E2F2G2J3D

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.
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

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

$115K

$729 / participant

Investment mgmt$58K50.8%
Contract admin$57K49.2%

% of EOY assets

0.552%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ROORDA, PIQUET & BESSE, INC.
Auditor EIN: 330252865
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,769

$63,114+50.2%

$92,915+2.0%

$65,186+45.4%

Participation rate

100.0%

68.8%+31.2pp

76.0%+24.0pp

70.2%+29.8pp

Annual return

24.46%

28.75%-4.3pp

109.45%-85.0pp

29.39%-4.9pp

Employer contribution / active EE

$5,083

$2,571+97.7%

$3,653+39.1%

$2,177+133.5%

Participant deferral / active EE

$7,241

$3,108+133.0%

$4,238+70.8%

$3,514+106.1%

Admin fee / account holder

$524

$624-16.1%

$5,796-91.0%

$847-38.2%

Provider

Service type

Compensation

ALDRICH WEALTH LIMITED PARTNERSHIP3 years

Service code 27 · EIN 93-1244319

Advisory (Plan)

$58,473

ALDRICH WEALTH LIMITED PARTNERSHIP1 year

Filed as: ALDRICH RETIREMENT SOLUTIONS, LP

Service code 13

680 HAWTHORNE AVENUE, SUITE 140 · SALEM, OR 97301

Contract Administrator

$25,395

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Service code 64 · EIN 84-0467907

Recordkeeping Fees

$23,516

DUFFY KRUSPODIN LLP1 year

Filed as: DUFFY KRUSPONDIN, LLP

Service code 10

4225 EXECUTIVE SQUARE, SUITE 900 · LA JOLLA, CA 92037

Accounting

$9,177

ERICKSON-HALL CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERICKSON-HALL CONSTRUCTION COMPANY 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