Retirement plan

ALLEGHENY SUPPLY & MAINTENANCE CO., INC. 401(K) PROFIT SHARING PLAN

Name: ALLEGHENY SUPPLY & MAINTENANCE CO. INC. - ALLEGHENY SUPPLY & MAINTENANCE CO., INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ALLEGHENY SUPPLY & MAINTENANCE CO. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEGHENY SUPPLY & MAINTENANCE CO., INC. 401(K) PROFIT SHARING PLAN, ALLEGHENY SUPPLY & MAINTENANCE CO. INC.

ALLEGHENY SUPPLY & MAINTENANCE CO. INC.EIN 25-1233780Plan #001PY 2016

PO BOX 186 - DUNCANSVILLE, PA 16635814-696-1315alleghenymaintenance.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+15.4% from 2015

Total participants

-9.4% from 2015

Average account balance

$52,764

+23.6% from 2015

Annual return

10.52%

+12.48 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.17M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

104.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17585

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 codes2E2F2G2J2T3D

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

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

$42K

$1682 / participant

Other / not subdivided$42K100.0%

% of EOY assets

2.846%

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

$52,764

$48,078+9.7%

$78,676-32.9%

$62,881-16.1%

Participation rate

96.0%

65.2%+30.8pp

73.6%+22.4pp

69.3%+26.7pp

Annual return

10.52%

31.36%-20.8pp

62.19%-51.7pp

20.14%-9.6pp

Employer contribution / active EE

$938

$2,015-53.5%

$2,850-67.1%

$2,281-58.9%

Participant deferral / active EE

$3,216

$2,587+24.3%

$3,517-8.6%

$3,203+0.4%

Admin fee / account holder

$1,502

$3,206-53.2%

$4,510-66.7%

$4,296-65.0%

ALLEGHENY SUPPLY & MAINTENANCE CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEGHENY SUPPLY & MAINTENANCE CO., INC. 401(K) PROFIT SHARING 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