Retirement plan

COGDALL CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN

Name: COGDALL CONSTRUCTION COMPANY INC. - COGDALL CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: COGDALL CONSTRUCTION COMPANY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COGDALL CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN, COGDALL CONSTRUCTION COMPANY INC.

COGDALL CONSTRUCTION COMPANY INC.EIN 93-0589156Plan #002PY 2015

14160 SW 72ND STREET, SUITE 110 - TIGARD, OR 97224503-542-8901LinkedIn51-200 employeesfurniture

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

113

No prior year

Average account balance

$21,905

No prior year

Annual return

-2.68%

No prior year

Benchmarks

See 2,153 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,153 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.45M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

237

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.

86.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$375

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

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 codes2E2J2F3D2G2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$151K

$1463 / participant

Other / not subdivided$151K100.0%

% of EOY assets

6.880%

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

$21,905

$39,245-44.2%

$64,105-65.8%

$52,331-58.1%

Participation rate

87.4%

58.2%+29.1pp

68.2%+19.2pp

68.1%+19.3pp

Annual return

-2.68%

14.79%-17.5pp

791.24%-793.9pp

4.54%-7.2pp

Employer contribution / active EE

$1,770

$736+140.4%

$1,820-2.8%

$1,882-6.0%

Participant deferral / active EE

$2,180

$1,992+9.5%

$2,822-22.7%

$3,022-27.9%

Admin fee / account holder

$1,507

$592+154.4%

$4,499-66.5%

$592+154.7%

COGDALL CONSTRUCTION CO. INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COGDALL CONSTRUCTION CO. INC. 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