Retirement plan

A R PIERREPONT CO., INC. EMPLOYEES PENSION PLAN AND TRUST

Name: A R PIERREPONT CO., INC. - A R PIERREPONT CO., INC. EMPLOYEES PENSION PLAN AND TRUST (2018) Form 5500
Creator: A R PIERREPONT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A R PIERREPONT CO., INC. EMPLOYEES PENSION PLAN AND TRUST, A R PIERREPONT CO., INC.

A R PIERREPONT CO., INC.EIN 16-0781504Plan #001PY 2018

154 BERKELEY ST. - ROCHESTER, NY 146073003585-473-3225arpcoinc.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$821K

-52.6% from 2017

Total participants

0.0% from 2017

Average account balance

$205,261

-52.6% from 2017

Annual return

4.63%

-2.30 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

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

$1.0M

$508321 / participant

Other / not subdivided$1M100.0%

% of EOY assets

123.823%

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

$205,261

$97,729+110.0%

$83,830+144.9%

$135,379+51.6%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

4.63%

1287.52%-1282.9pp

850.97%-846.3pp

519.79%-515.2pp

Employer contribution / active EE

$13,633

$4,222+222.9%

$3,631+275.4%

$4,779+185.3%

Participant deferral / active EE

$4,683-100.0%

$4,082-100.0%

$5,609-100.0%

Admin fee / account holder

$254,160

$6,674+3708.0%

$5,479+4539.1%

$10,828+2247.3%

A R PIERREPONT CO., INC. EMPLOYEES PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A R PIERREPONT CO., INC. EMPLOYEES PENSION PLAN AND TRUST

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