Retirement plan

PENNSYLVANIA ONE CALL SYSTEM INC. 401(K) PLAN

Name: PENNSYLVANIA ONE CALL SYSTEM INC. - PENNSYLVANIA ONE CALL SYSTEM INC. 401(K) PLAN (2018) Form 5500
Creator: PENNSYLVANIA ONE CALL SYSTEM INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENNSYLVANIA ONE CALL SYSTEM INC. 401(K) PLAN, PENNSYLVANIA ONE CALL SYSTEM INC.

PENNSYLVANIA ONE CALL SYSTEM INC.EIN 25-1358395Plan #002PY 2018

925 IRWIN RUN ROAD - WEST MIFFLIN, PA 15122412-464-7115pa1call.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.3M

-2.7% from 2017

Total participants

-2.3% from 2017

Average account balance

$146,011

-1.5% from 2017

Annual return

-4.74%

-21.36 pp from 2017

Benchmarks

See 3,933 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,933 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.13M

Not enough data

1 years with asset history on file

Average account balance

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

$308K

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.

95.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12275

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

$798K

$10503 / participant

Other / not subdivided$798K100.0%

% of EOY assets

6.508%

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

$146,011

$42,383+244.5%

$76,518+90.8%

$64,173+127.5%

Participation rate

98.7%

58.1%+40.5pp

68.0%+30.7pp

69.6%+29.1pp

Annual return

-4.74%

-16.54%+11.8pp

-0.27%-4.5pp

7.63%-12.4pp

Employer contribution / active EE

$6,494

$1,563+315.4%

$2,647+145.3%

$2,381+172.8%

Participant deferral / active EE

$7,032

$2,566+174.0%

$3,836+83.3%

$3,470+102.7%

Admin fee / account holder

$9,503

$3,198+197.2%

$4,849+96.0%

$4,887+94.4%

PENNSYLVANIA ONE CALL SYSTEM INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENNSYLVANIA ONE CALL SYSTEM INC. 401(K) 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