Retirement plan

TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN & HELPERS LOCAL 191 401(K) PSP

Name: TEAMSTERS LOCAL 191 - TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN & HELPERS LOCAL 191 401(K) PSP (2019) Form 5500
Creator: TEAMSTERS LOCAL 191
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN & HELPERS LOCAL 191 401(K) PSP, TEAMSTERS LOCAL 191

TEAMSTERS LOCAL 191EIN 06-0453477Plan #002PY 2019

1139 FAIRFIELD AVENUE - BRIDGEPORT, CT 06605203-368-0231LinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$788K

+24.6% from 2018

Total participants

0.0% from 2018

Average account balance

$112,629

+6.8% from 2018

Annual return

18.95%

+24.11 pp from 2018

Benchmarks

See 35,151 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,151 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$632K

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

53.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2242

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E3D2G2J2F2T

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$211 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.187%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,629

$102,966+9.4%

$90,281+24.8%

$152,861-26.3%

Participation rate

85.7%

75.9%+9.9pp

73.3%+12.4pp

82.4%+3.3pp

Annual return

18.95%

95.16%-76.2pp

78.10%-59.2pp

345.32%-326.4pp

Employer contribution / active EE

$3,139-100.0%

$2,854-100.0%

$4,762-100.0%

Participant deferral / active EE

$5,146

$4,281+20.2%

$3,885+32.4%

$5,850-12.0%

Admin fee / account holder

$211

$6,171-96.6%

$5,351-96.1%

$11,596-98.2%

TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN & HELPERS LOCAL 191 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN & HELPERS LOCAL 191 401(K) PSP

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