Retirement plan

TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN

Name: TRUSTEES OF THE TEAMSTERS LOCAL 830 - TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: TRUSTEES OF THE TEAMSTERS LOCAL 830
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN, TRUSTEES OF THE TEAMSTERS LOCAL 830

TRUSTEES OF THE TEAMSTERS LOCAL 830EIN 23-7367250Plan #003PY 2017

12298 TOWNSEND ROAD - PHILADELPHIA, PA 19154215-969-1012

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$64.5M

+14.1% from 2016

Total participants

No prior year

Average account balance

-100.0% from 2016

Annual return

10.95%

+4.40 pp from 2016

Benchmarks

See 37 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Cohort37 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$106.44M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

4,089

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

$7.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$190

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
BENEFIT PLANS ADMIN SERVICES, INC.3+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SERV Service code 27 · EIN 16-1616474 6 RHOADS DRIVER · UTICA, NY 13502	Advisory (Plan)	$268,421
LOCAL 1102 RWDSU3+ years Filed as: LOCAL 830 PENSION FUND Service code 15 · EIN 23-1990755 12298 TOWNSEND ROAD · PHILADEPHIA, PA 19154	Recordkeeping	$170,782
ETENBROECK LLC3+ years Service code 10 · EIN 20-2017396 1109 SAUNDERS COURT 2ND FLOOR · WEST CHESTER, PA 19380	Accounting	$18,863
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFOMANCE SVC Service code 27 · EIN 58-1645832 12 PENNS TRAIL · NEWTOWN, PA 19940	Advisory (Plan)	$11,250

Plan features & details

Pension benefit codes2E2F2G2J

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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$505K

Investment mgmt$280K55.4%
Other / not subdivided$225K44.6%

% of EOY assets

0.782%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: E. TEN BROECK, LLC
Auditor EIN: 202017396
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,152-100.0%

$71,671-100.0%

Participation rate

0.0%

59.4%-59.4pp

68.7%-68.7pp

Annual return

10.95%

9.73%+1.2pp

20.65%-9.7pp

Employer contribution / active EE

$997-100.0%

$2,460-100.0%

Participant deferral / active EE

$1,978-100.0%

$3,438-100.0%

Admin fee / account holder

$1,576-100.0%

$5,558-100.0%

Provider

Service type

Compensation

BENEFIT PLANS ADMIN SERVICES, INC.3+ years

Filed as: BENEFIT PLANS ADMINISTRATIVE SERV

Service code 27 · EIN 16-1616474

6 RHOADS DRIVER · UTICA, NY 13502

Advisory (Plan)

$268,421

LOCAL 1102 RWDSU3+ years

Filed as: LOCAL 830 PENSION FUND

Service code 15 · EIN 23-1990755

12298 TOWNSEND ROAD · PHILADEPHIA, PA 19154

Recordkeeping

$170,782

ETENBROECK LLC3+ years

Service code 10 · EIN 20-2017396

1109 SAUNDERS COURT 2ND FLOOR · WEST CHESTER, PA 19380

Accounting

$18,863

INVESTMENT PERFORMANCE SERVICES3+ years

Filed as: INVESTMENT PERFOMANCE SVC

Service code 27 · EIN 58-1645832

12 PENNS TRAIL · NEWTOWN, PA 19940

Advisory (Plan)

$11,250

TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEAMSTERS LOCAL 830 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