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 (2020) 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 2020

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+20.5% from 2019

Total participants

+6.1% from 2019

Average account balance

$85,737

+16.8% from 2019

Annual return

14.36%

-5.54 pp from 2019

Benchmarks

See 8,769 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,769 peers

Snapshot2020

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

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

$78K

$3113 / participant

Other / not subdivided$78K100.0%

% of EOY assets

2.750%

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

$85,737

$60,128+42.6%

$90,440-5.2%

$79,852+7.4%

Participation rate

92.0%

65.0%+27.0pp

72.7%+19.3pp

69.6%+22.4pp

Annual return

14.36%

71.95%-57.6pp

1294.38%-1280.0pp

31.72%-17.4pp

Employer contribution / active EE

$4,896

$2,068+136.7%

$3,263+50.0%

$2,471+98.1%

Participant deferral / active EE

$3,970

$2,939+35.1%

$3,964+0.2%

$3,740+6.1%

Admin fee / account holder

$2,358

$3,977-40.7%

$5,615-58.0%

$5,306-55.6%

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