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 (2018) 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 2018

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

-0.7% from 2017

Total participants

143

-4.0% from 2017

Average account balance

$40,220

+0.3% from 2017

Annual return

-5.30%

-20.48 pp from 2017

Benchmarks

See 2,579 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,579 peers

Snapshot2018

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

Top 1 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC1 year Filed as: GLOBAL RETIREMENT PARTNER Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY SUITE B-60 · SAN RAFAEL, CA 94903	Advisory (Participants)	$9,243

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

$15K

$178 / participant

Investment mgmt$5K30.4%
Contract admin$10K65.6%
Other / not subdivided$6003.9%

% of EOY assets

0.414%

all-in expense ratio

Categories reported

2 / 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

$40,220

$43,730-8.0%

$121,220-66.8%

$64,173-37.3%

Participation rate

40.7%

58.3%-17.6pp

71.8%-31.1pp

69.6%-28.9pp

Annual return

-5.30%

68.94%-74.2pp

16.94%-22.2pp

7.63%-12.9pp

Employer contribution / active EE

$1,195

$1,297-7.9%

$4,023-70.3%

$2,381-49.8%

Participant deferral / active EE

$2,035

$2,281-10.8%

$3,345-39.2%

$3,470-41.4%

Admin fee / account holder

$166

$3,502-95.3%

$5,021-96.7%

$4,887-96.6%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC1 year

Filed as: GLOBAL RETIREMENT PARTNER

Service code 26 · EIN 47-1411118

4340 REDWOOD HIGHWAY SUITE B-60 · SAN RAFAEL, CA 94903

Advisory (Participants)

$9,243

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