Retirement plan

LOCAL 25 S.E.I.U. WELFARE FUND EMPLOYEES 401K TRUST

Name: LOCAL 25 S.E.I.U. WELFARE FUND - LOCAL 25 S.E.I.U. WELFARE FUND EMPLOYEES 401K TRUST (2017) Form 5500
Creator: LOCAL 25 S.E.I.U. WELFARE FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOCAL 25 S.E.I.U. WELFARE FUND EMPLOYEES 401K TRUST, LOCAL 25 S.E.I.U. WELFARE FUND

LOCAL 25 S.E.I.U. WELFARE FUNDEIN 36-2857218Plan #001PY 2017

111 E. WACKER DRIVE, 17TH FLOOR - CHICAGO, IL 60601312-240-1600

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+17.8% from 2016

Total participants

+5.0% from 2016

Average account balance

$109,525

+12.1% from 2016

Annual return

17.23%

+10.70 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.16M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

120.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11150

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 codes2E2F2G2J

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.

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

$133K

$6349 / participant

Other / not subdivided$133K100.0%

% of EOY assets

5.797%

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

$109,525

$99,011+10.6%

$86,582+26.5%

$147,586-25.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

17.23%

1312.75%-1295.5pp

965.08%-947.9pp

578.59%-561.4pp

Employer contribution / active EE

$1,939

$3,132-38.1%

$2,839-31.7%

$4,876-60.2%

Participant deferral / active EE

$4,510

$3,972+13.5%

$3,609+25.0%

$5,439-17.1%

Admin fee / account holder

$6,349

$5,709+11.2%

$4,904+29.5%

$10,886-41.7%

LOCAL 25 S.E.I.U. WELFARE FUND EMPLOYEES 401K TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOCAL 25 S.E.I.U. WELFARE FUND EMPLOYEES 401K TRUST

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