Retirement plan

CERTIFIED CONSTRUCTION, INC. RETIREMENT PLAN

Name: CERTIFIED CONSTRUCTION, INC. - CERTIFIED CONSTRUCTION, INC. RETIREMENT PLAN (2016) Form 5500
Creator: CERTIFIED CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CERTIFIED CONSTRUCTION, INC. RETIREMENT PLAN, CERTIFIED CONSTRUCTION, INC.

CERTIFIED CONSTRUCTION, INC.EIN 99-0198116Plan #002PY 2016

1009 ULUPONO STREET - HONOLULU, HI 96819808-841-0957certifiedconstructiongroup.comLinkedIn11-50 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$2.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

+9.3% from 2015

Total participants

+21.7% from 2015

Average account balance

$228,462

+4.8% from 2015

Annual return

6.95%

+7.54 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.27M

Not enough data

1 years with asset history on file

Average account balance

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

$279K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350K

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

+8.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$91354

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 codes2C2F2G2T3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$233K

$10113 / participant

Other / not subdivided$233K100.0%

% of EOY assets

4.242%

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

$228,462

$99,345+130.0%

$84,753+169.6%

$273,972-16.6%

Participation rate

82.6%

80.7%+1.9pp

76.6%+6.0pp

83.0%-0.4pp

Annual return

6.95%

22.93%-16.0pp

22.78%-15.8pp

41.46%-34.5pp

Employer contribution / active EE

$13,073

$4,214+210.2%

$3,574+265.7%

$4,869+168.5%

Participant deferral / active EE

$4,270-100.0%

$3,712-100.0%

$5,287-100.0%

Admin fee / account holder

$9,692

$6,645+45.8%

$5,333+81.7%

$10,133-4.3%

CERTIFIED CONSTRUCTION, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CERTIFIED CONSTRUCTION, INC. RETIREMENT 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