Retirement plan

LOCAL 25 I. A. T. S. E. RETIREMENT SAVINGS PLAN

Name: LOCAL 25 OF THE INTERNATIONAL ALLIANCE - LOCAL 25 I. A. T. S. E. RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: LOCAL 25 OF THE INTERNATIONAL ALLIANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOCAL 25 I. A. T. S. E. RETIREMENT SAVINGS PLAN, LOCAL 25 OF THE INTERNATIONAL ALLIANCE

LOCAL 25 OF THE INTERNATIONAL ALLIANCEEIN 16-6032035Plan #001PY 2017

140 METRO PARK - ROCHESTER, NY 14623585-427-8974LinkedIn51-200 employeesperforming arts

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.5M

+16.1% from 2016

Total participants

+4.2% from 2016

Average account balance

$47,640

+12.9% from 2016

Annual return

16.17%

+5.29 pp from 2016

Benchmarks

See 2,508 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,508 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.96M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$240K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13523

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 codes2E2F2G2J2T

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$232K

$3681 / participant

Other / not subdivided$232K100.0%

% of EOY assets

6.579%

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

$47,640

$46,877+1.6%

$122,354-61.1%

$70,126-32.1%

Participation rate

98.4%

58.2%+40.2pp

71.6%+26.8pp

69.5%+28.9pp

Annual return

16.17%

24.22%-8.1pp

30.28%-14.1pp

73.15%-57.0pp

Employer contribution / active EE

$1,178

$1,288-8.6%

$4,051-70.9%

$2,343-49.7%

Participant deferral / active EE

$2,465

$2,167+13.7%

$3,287-25.0%

$3,332-26.0%

Admin fee / account holder

$3,134

$3,324-5.7%

$5,479-42.8%

$4,645-32.5%

LOCAL 25 I. A. T. S. E. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOCAL 25 I. A. T. S. E. RETIREMENT SAVINGS 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