Retirement plan

CENTRAL CALIFORNIA BUILDERS EXCHANGE 401(K) PLAN

Name: CENTRAL CALIFORNIA BUILDERS EXCHANGE - CENTRAL CALIFORNIA BUILDERS EXCHANGE 401(K) PLAN (2018) Form 5500
Creator: CENTRAL CALIFORNIA BUILDERS EXCHANGE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL CALIFORNIA BUILDERS EXCHANGE 401(K) PLAN, CENTRAL CALIFORNIA BUILDERS EXCHANGE

CENTRAL CALIFORNIA BUILDERS EXCHANGEEIN 94-0489490Plan #002PY 2018

1244 N. MARIPOSA STREET - FRESNO, CA 93703559-237-1831cencalbx.comLinkedIn1-10 employeesconstruction

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$23K

+255.5% from 2017

Total participants

0.0% from 2017

Average account balance

$7,720

+255.5% from 2017

Annual return

-13.45%

-13.45 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$419K

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+12.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 codes2E2F2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$60

$20 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.259%

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

$7,720

$90,607-91.5%

$79,467-90.3%

$135,380-94.3%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-13.45%

977.74%-991.2pp

718.30%-731.7pp

519.81%-533.3pp

Employer contribution / active EE

$3,263

$3,068+6.4%

$2,800+16.5%

$4,779-31.7%

Participant deferral / active EE

$2,577

$4,050-36.4%

$3,704-30.4%

$5,609-54.0%

Admin fee / account holder

$20

$5,895-99.7%

$5,104-99.6%

$10,828-99.8%

CENTRAL CALIFORNIA BUILDERS EXCHANGE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL CALIFORNIA BUILDERS EXCHANGE 401(K) 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