Retirement plan

ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN

Name: ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN BOARD OF TRUSTEES - ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN (2018) Form 5500
Creator: ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN BOARD OF TRUSTEES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN, ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN BOARD OF TRUSTEES

ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN BOARD OF TRUSTEESEIN 39-1711748Plan #001PY 2018

11001 WEST PLANK COURT, SUITE 120 - WAUWATOSA, WI 532260000414-778-0068

Prospect flagsLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$249.1M

-12.5% from 2017

Total participants

3,598

-4.5% from 2017

Average account balance

$69,241

-8.4% from 2017

Annual return

12.10%

-16.51 pp from 2017

Benchmarks

See 405 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort405 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$403.47M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

5,280

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

$14.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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 5 by compensation

Provider	Service type	Compensation
ELEC. CONST. PEN. PLAN3+ years Service code 24 · EIN 39-1291994	Discretionary Trustee	$129,821
NECA MILW. CH.3+ years Service code 24 · EIN 39-0260800	Discretionary Trustee	$126,158
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909	Insurance Broker	$37,595
STRATEGIC CAPITAL INVESTMENT ADVISO3+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991	Advisory (Plan)	$32,938
REILLY, PENNER & BENTON LLP3+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409	Accounting	$28,524

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 participant contribution
Participant contribution per participant 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

$385K

$136 / participant

Other / not subdivided$385K100.0%

% of EOY assets

0.155%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: REILLY, PENNER & BENTON LLP
Auditor EIN: 390747409
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,241

$60,396+14.6%

$83,831-17.4%

$75,289-8.0%

Participation rate

100.0%

80.7%+19.3pp

76.1%+23.9pp

72.4%+27.6pp

Annual return

12.10%

3.84%+8.3pp

850.99%-838.9pp

-0.04%+12.1pp

Employer contribution / active EE

$2,688

$3,343-19.6%

$3,631-26.0%

$2,405+11.8%

Participant deferral / active EE

$852

$2,922-70.9%

$4,082-79.1%

$3,739-77.2%

Admin fee / account holder

$107

$141-24.2%

$5,479-98.0%

$102+4.6%

Provider

Service type

Compensation

ELEC. CONST. PEN. PLAN3+ years

Service code 24 · EIN 39-1291994

Discretionary Trustee

$129,821

NECA MILW. CH.3+ years

Service code 24 · EIN 39-0260800

Discretionary Trustee

$126,158

REINHART BOERNER VAN DEUREN S.C.3+ years

Filed as: REINHART ET AL

Service code 22 · EIN 39-1126909

Insurance Broker

$37,595

STRATEGIC CAPITAL INVESTMENT ADVISO3+ years

Filed as: STRATEGIC CAPITAL INVESTMENT ADV.

Service code 27 · EIN 36-4268991

Advisory (Plan)

$32,938

REILLY, PENNER & BENTON LLP3+ years

Filed as: REILLY ET AL CPA

Service code 10 · EIN 39-0747409

Accounting

$28,524

ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY 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