Retirement plan

NATIONAL CONSTRUCTION RENTALS, INC. 401(K) PROFIT SHARING PLAN

Name: NATIONAL CONSTRUCTION RENTALS, INC. - NATIONAL CONSTRUCTION RENTALS, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: NATIONAL CONSTRUCTION RENTALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL CONSTRUCTION RENTALS, INC. 401(K) PROFIT SHARING PLAN, NATIONAL CONSTRUCTION RENTALS, INC.

NATIONAL CONSTRUCTION RENTALS, INC.EIN 95-2965905Plan #001PY 2016

15319 CHATSWORTH STREET - MISSION HILLS, CA 91345818-221-6124rentnational.comLinkedIn1001-5000 employeesconstruction

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$9.8M

+5.4% from 2015

Total participants

866

+6.1% from 2015

Average account balance

$31,766

-5.9% from 2015

Annual return

7.87%

+7.73 pp from 2015

Benchmarks

See 542 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort542 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.23M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

726

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.

62.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111

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 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$14,803
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N. A. Service code 15 · EIN 94-1347393	Recordkeeping	$40
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2J2K3D

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).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$15K

$18 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.151%

all-in expense ratio

Categories reported

0 / 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: FARBER HASS HURLEY, LLP
Auditor EIN: 204207759
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,766

$42,582-25.4%

$171,082-81.4%

$57,658-44.9%

Participation rate

32.3%

63.9%-31.6pp

76.7%-44.4pp

70.2%-38.0pp

Annual return

7.87%

308.67%-300.8pp

32.56%-24.7pp

5.13%+2.7pp

Employer contribution / active EE

$1,306-100.0%

$4,002-100.0%

$1,974-100.0%

Participant deferral / active EE

$831

$2,933-71.7%

$4,797-82.7%

$3,061-72.9%

Admin fee / account holder

$48

$82-41.8%

$8,520-99.4%

$95-49.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$14,803

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO BANK N. A.

Service code 15 · EIN 94-1347393

Recordkeeping

$40

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENT INSTITUTIONAL

Service code 60

Sub-TA Fees

NATIONAL CONSTRUCTION RENTALS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL CONSTRUCTION RENTALS, 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