Retirement plan

ARTISAN FOR HIRE, INC. 401(K) PROFIT SHARING PLAN

Name: ARTISAN FOR HIRE, INC. - ARTISAN FOR HIRE, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ARTISAN FOR HIRE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTISAN FOR HIRE, INC. 401(K) PROFIT SHARING PLAN, ARTISAN FOR HIRE, INC.

ARTISAN FOR HIRE, INC.EIN 36-3947251Plan #001PY 2017

216 S. JEFFERSON, SUITE 202 - CHICAGO, IL 60661312-382-0200LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.7M

+17.3% from 2016

Total participants

149

+12.0% from 2016

Average account balance

$40,085

+21.1% from 2016

Annual return

15.18%

+8.55 pp from 2016

Benchmarks

See 584 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort584 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.56M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

86.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$649K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3500

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$976

$10 / participant

Contract admin$17618.0%
Other / not subdivided$80082.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HANSEN PLAHN & COMPANY
Auditor EIN: 363849301
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,085

$63,156-36.5%

$122,354-67.2%

$62,293-35.7%

Participation rate

44.6%

60.0%-15.5pp

71.6%-27.1pp

69.5%-25.0pp

Annual return

15.18%

20.61%-5.4pp

30.28%-15.1pp

28.90%-13.7pp

Employer contribution / active EE

$942

$1,385-32.0%

$4,051-76.7%

$2,042-53.9%

Participant deferral / active EE

$1,701

$2,321-26.7%

$3,287-48.2%

$3,169-46.3%

Admin fee / account holder

$10

$440-97.6%

$5,479-99.8%

$479-97.8%

ARTISAN FOR HIRE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARTISAN FOR HIRE, INC. 401(K) 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