Retirement plan

UTILITY TRUCK EQUIPMENT, INC. NON-UNION EMPLOYEES 401(K) PLAN

Name: UTILITY TRUCK EQUIPMENT, INC. - UTILITY TRUCK EQUIPMENT, INC. NON-UNION EMPLOYEES 401(K) PLAN (2015) Form 5500
Creator: UTILITY TRUCK EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UTILITY TRUCK EQUIPMENT, INC. NON-UNION EMPLOYEES 401(K) PLAN, UTILITY TRUCK EQUIPMENT, INC.

UTILITY TRUCK EQUIPMENT, INC.EIN 31-0989420Plan #001PY 2015

PO BOX 130 - CIRCLEVILLE, OH 43113740-474-5151utilitytruck.netLinkedIn11-50 employeesutilities

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

No prior year

Average account balance

$111,438

No prior year

Annual return

-0.20%

No prior year

Benchmarks

See 18,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort18,068 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5857

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

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

$107

$4 / participant

Other / not subdivided$107100.0%

% of EOY assets

0.004%

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

$111,438

$78,694+41.6%

$67,653+64.7%

$125,388-11.1%

Participation rate

95.8%

78.8%+17.0pp

75.7%+20.2pp

83.2%+12.6pp

Annual return

-0.20%

9.46%-9.7pp

6625.22%-6625.4pp

282.24%-282.4pp

Employer contribution / active EE

$1,250

$3,044-58.9%

$2,266-44.8%

$4,866-74.3%

Participant deferral / active EE

$3,617

$4,292-15.7%

$3,560+1.6%

$5,352-32.4%

Admin fee / account holder

$7,403-99.9%

$4,821-99.9%

$9,541-100.0%

UTILITY TRUCK EQUIPMENT, INC. NON-UNION EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UTILITY TRUCK EQUIPMENT, INC. NON-UNION EMPLOYEES 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