Retirement plan

PROFIT SHARING PLAN FOR ACTIVE MEMBERS AND ADMINISTRATIVE EMPLOYEES OF THE PILOTS' ASSOCIATON FOR THE BAY AND RIVER DELAWARE

Name: THE PILOTS ASSOCIATION FOR THE BAY AND RIVER DELAWARE - PROFIT SHARING PLAN FOR ACTIVE MEMBERS AND ADMINISTRATIVE EMPLOYEES OF THE PILOTS' ASSOCIATON FOR THE BAY AND RIVER DELAWARE (2015) Form 5500
Creator: THE PILOTS ASSOCIATION FOR THE BAY AND RIVER DELAWARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN FOR ACTIVE MEMBERS AND ADMINISTRATIVE EMPLOYEES OF THE PILOTS' ASSOCIATON FOR THE BAY AND RIVER DELAWARE, THE PILOTS ASSOCIATION FOR THE BAY AND RIVER DELAWARE

THE PILOTS ASSOCIATION FOR THE BAY AND RIVER DELAWAREEIN 23-0977160Plan #003PY 2015

800 SOUTH COLUMBUS BLVD - PHILADELPHIA, PA 19147215-465-2851delpilots.orgLinkedIn51-200 employeesmaritime

Other plans on this EIN

2 filings

#002Retirement-$15.4M assets #001Retirement-$3.9M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$39M

No prior year

Total participants

101

No prior year

Average account balance

$386,499

No prior year

Annual return

-1.55%

No prior year

Benchmarks

See 3,171 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,171 peers

Snapshot2015

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2F2G2R2T3B3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.7M

$37574 / participant

Other / not subdivided$4M100.0%

% of EOY assets

9.433%

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

$386,499

$44,850+761.8%

$60,547+538.3%

$59,633+548.1%

Participation rate

100.0%

59.5%+40.5pp

68.0%+32.0pp

68.7%+31.3pp

Annual return

-1.55%

1074.14%-1075.7pp

335.64%-337.2pp

2041.45%-2043.0pp

Employer contribution / active EE

$20,648

$1,462+1312.5%

$2,419+753.5%

$2,203+837.4%

Participant deferral / active EE

$2,230-100.0%

$3,328-100.0%

$3,192-100.0%

Admin fee / account holder

$36,458

$3,635+902.9%

$4,536+703.7%

$4,297+748.5%

PROFIT SHARING PLAN FOR ACTIVE MEMBERS AND ADMINISTRATIVE EMPLOYEES OF THE PILOTS' ASSOCIATON FOR THE BAY AND RIVER DELAWARE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN FOR ACTIVE MEMBERS AND ADMINISTRATIVE EMPLOYEES OF THE PILOTS' ASSOCIATON FOR THE BAY AND RIVER DELAWARE

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