Retirement plan

THE ALTMAN COMPANY PROFIT SHARING PLAN

Name: THE ALTMAN COMPANY - THE ALTMAN COMPANY PROFIT SHARING PLAN (2016) Form 5500
Creator: THE ALTMAN COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ALTMAN COMPANY PROFIT SHARING PLAN, THE ALTMAN COMPANY

THE ALTMAN COMPANYEIN 31-0714676Plan #002PY 2016

1251 FAIRWOOD AVE - COLUMBUS, OH 432063313614-253-8611

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

-24.7% from 2015

Total participants

+14.3% from 2015

Average account balance

$244,549

-35.4% from 2015

Annual return

6.79%

+6.74 pp from 2015

Benchmarks

See 35,838 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,838 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$544K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+10.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98

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 codes2E2R2T2F2G3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$755K

$107803 / participant

Other / not subdivided$755K100.0%

% of EOY assets

44.082%

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

$244,549

$99,341+146.2%

$84,750+188.6%

$273,965-10.7%

Participation rate

85.7%

80.7%+5.0pp

76.6%+9.1pp

83.0%+2.7pp

Annual return

6.79%

22.93%-16.1pp

22.78%-16.0pp

41.45%-34.7pp

Employer contribution / active EE

$2,628

$4,214-37.6%

$3,574-26.5%

$4,869-46.0%

Participant deferral / active EE

$3,089

$4,269-27.6%

$3,712-16.8%

$5,287-41.6%

Admin fee / account holder

$107,803

$6,644+1522.5%

$5,332+1921.7%

$10,132+964.0%

THE ALTMAN COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ALTMAN COMPANY 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