Retirement plan

CHICAGO TRUCK DRIVERS HELPERS & WAREHOUSE WKS UNION IND & AFFIL. H&W FUND SAVINGS PLAN

Name: CHICAGO TRUCK DRIVERS UNION-INDEPENDENT - CHICAGO TRUCK DRIVERS HELPERS & WAREHOUSE WKS UNION IND & AFFIL. H&W FUND SAVINGS PLAN (2016) Form 5500
Creator: CHICAGO TRUCK DRIVERS UNION-INDEPENDENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICAGO TRUCK DRIVERS HELPERS & WAREHOUSE WKS UNION IND & AFFIL. H&W FUND SAVINGS PLAN, CHICAGO TRUCK DRIVERS UNION-INDEPENDENT

CHICAGO TRUCK DRIVERS UNION-INDEPENDENTEIN 36-2371000Plan #004PY 2016

6548 S NARRAGANSETT AVE, SUITE A - BEDFORD PARK, IL 606385112708-924-0828

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+4.7% from 2015

Total participants

0.0% from 2015

Average account balance

$131,512

+4.7% from 2015

Annual return

7.48%

+7.64 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$322K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1703

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 codes2E2F2G2J2T

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.

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

$100K

$12512 / participant

Other / not subdivided$100K100.0%

% of EOY assets

7.611%

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

$131,512

$153,769-14.5%

$133,975-1.8%

$273,972-52.0%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

7.48%

36.51%-29.0pp

29.29%-21.8pp

41.46%-34.0pp

Employer contribution / active EE

$4,176

$6,029-30.7%

$5,211-19.9%

$4,869-14.2%

Participant deferral / active EE

$3,913

$6,958-43.8%

$6,282-37.7%

$5,287-26.0%

Admin fee / account holder

$10,009

$11,765-14.9%

$9,324+7.3%

$10,133-1.2%

CHICAGO TRUCK DRIVERS HELPERS & WAREHOUSE WKS UNION IND & AFFIL. H&W FUND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHICAGO TRUCK DRIVERS HELPERS & WAREHOUSE WKS UNION IND & AFFIL. H&W FUND SAVINGS 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