Retirement plan

ARLINGTON MANAGEMENT COMPANY, INC. 401K PROFIT SHARING PLAN

Name: ARLINGTON MANAGEMENT COMPANY, INC. - ARLINGTON MANAGEMENT COMPANY, INC. 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: ARLINGTON MANAGEMENT COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARLINGTON MANAGEMENT COMPANY, INC. 401K PROFIT SHARING PLAN, ARLINGTON MANAGEMENT COMPANY, INC.

ARLINGTON MANAGEMENT COMPANY, INC.EIN 26-1648882Plan #001PY 2015

2000 MORRIS AVE., STE 1300 - BIRMINGHAM, AL 352034167205-488-4300

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.9M

No prior year

Total participants

No prior year

Average account balance

$93,127

No prior year

Annual return

-2.21%

No prior year

Benchmarks

See 7,498 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,498 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.99M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

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

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9412

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 codes2E2F2G2J3D2T

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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$645K

$21496 / participant

Other / not subdivided$645K100.0%

% of EOY assets

22.338%

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

$93,127

$82,032+13.5%

$123,106-24.4%

$59,633+56.2%

Participation rate

96.7%

83.2%+13.5pp

86.8%+9.9pp

68.7%+28.0pp

Annual return

-2.21%

5.12%-7.3pp

13.22%-15.4pp

2041.40%-2043.6pp

Employer contribution / active EE

$3,714

$3,297+12.7%

$5,151-27.9%

$2,203+68.6%

Participant deferral / active EE

$9,076

$4,667+94.5%

$6,229+45.7%

$3,192+184.4%

Admin fee / account holder

$20,803

$5,881+253.8%

$9,015+130.8%

$4,297+384.1%

ARLINGTON MANAGEMENT COMPANY, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARLINGTON MANAGEMENT COMPANY, INC. 401K 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