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 (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+28.6% from 2016

Total participants

+6.9% from 2016

Average account balance

$65,529

+24.2% from 2016

Annual return

15.89%

+5.37 pp from 2016

Benchmarks

See 7,913 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,913 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.03M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

109.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$276K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5855

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

$10K

$412 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.541%

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

$65,529

$53,127+23.3%

$86,597-24.3%

$70,131-6.6%

Participation rate

92.0%

65.3%+26.7pp

73.5%+18.5pp

69.5%+22.5pp

Annual return

15.89%

27.66%-11.8pp

964.96%-949.1pp

73.14%-57.2pp

Employer contribution / active EE

$4,431

$2,068+114.2%

$2,840+56.0%

$2,342+89.2%

Participant deferral / active EE

$3,501

$2,696+29.9%

$3,609-3.0%

$3,332+5.1%

Admin fee / account holder

$355

$3,585-90.1%

$4,906-92.8%

$4,645-92.4%

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