Retirement plan

PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN

Name: PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN - PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN (2017) Form 5500
Creator: PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN, PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN

PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLANEIN 37-1398133Plan #001PY 2017

8 PREMIER DR - BELLEVILLE, IL 622203421618-234-5504

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$10.3M

+14.8% from 2016

Total participants

186

+0.5% from 2016

Average account balance

$55,394

+14.1% from 2016

Annual return

13.83%

+1.06 pp from 2016

Benchmarks

See 2,201 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,201 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.18M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

161

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$480K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+28.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$277

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PLUMBERS LOCAL UNION NO. 6902+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN Service code 14 · EIN 47-1064332	Plan Administrator	$12,362
HAMMOND AND SHINNERS, P.C.2+ years Filed as: HAMMOND & SHINNERS P.C. Service code 29 · EIN 43-1429257	Legal	$7,415
SCHEFFEL BOYLE2+ years Service code 10 · EIN 37-1206530	Accounting	$6,500

Plan features & details

Pension benefit codes2G2J

Plan features

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$35K

$252 / participant

Investment mgmt$2K4.3%
Contract admin$15K41.7%
Other / not subdivided$19K54.0%

% of EOY assets

0.337%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SCHEFFEL BOYLE
Auditor EIN: 371206530
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,394

$89,739-38.3%

$149,721-63.0%

$62,293-11.1%

Participation rate

100.0%

85.1%+14.9pp

87.1%+12.9pp

69.5%+30.5pp

Annual return

13.83%

21.01%-7.2pp

1501.67%-1487.8pp

28.90%-15.1pp

Employer contribution / active EE

$3,233-100.0%

$5,444-100.0%

$2,042-100.0%

Participant deferral / active EE

$2,941

$4,797-38.7%

$6,568-55.2%

$3,169-7.2%

Admin fee / account holder

$187

$551-66.1%

$11,282-98.3%

$479-61.0%

Provider

Service type

Compensation

PLUMBERS LOCAL UNION NO. 6902+ years

Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN

Service code 14 · EIN 47-1064332

Plan Administrator

$12,362

HAMMOND AND SHINNERS, P.C.2+ years

Filed as: HAMMOND & SHINNERS P.C.

Service code 29 · EIN 43-1429257

Legal

$7,415

SCHEFFEL BOYLE2+ years

Service code 10 · EIN 37-1206530

Accounting

$6,500

PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION 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