Retirement plan

PLUMBERS 75 401K PROFIT SHARING PLAN

Name: BOARD OF TRUSTEES OF THE PLUMBERS 75 401K PLAN - PLUMBERS 75 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: BOARD OF TRUSTEES OF THE PLUMBERS 75 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLUMBERS 75 401K PROFIT SHARING PLAN, BOARD OF TRUSTEES OF THE PLUMBERS 75 401K PLAN

BOARD OF TRUSTEES OF THE PLUMBERS 75 401K PLANEIN 39-1712806Plan #001PY 2017

11175 W. PARKLAND AVENUE - MILWAUKEE, WI 532243135414-359-1310

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$48.7M

+12.7% from 2016

Total participants

1,071

+4.5% from 2016

Average account balance

No prior year

Annual return

16.27%

+7.16 pp from 2016

Benchmarks

See 390 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort390 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$66.20M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

965

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.

63.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156

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 4 by compensation

Provider	Service type	Compensation
STRATEGIC CAPITAL INVESTMENT ADVISO3+ years Filed as: STRATEGIC CAPTIAL INVESTMENT Service code 27 · EIN 36-4268991	Advisory (Plan)	$37,000
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI, Service code 13 · EIN 39-1400101	Contract Administrator	$21,500
FREYBERG HINKLE ET AL3+ years Service code 10 · EIN 39-1531945	Accounting	$10,500
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346	Recordkeeping	$5,496

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

1 tripped

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

$93K

$88 / participant

Investment mgmt$37K39.7%
Contract admin$22K23.1%
Other / not subdivided$35K37.2%

% of EOY assets

0.191%

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: FREYBERG HINKLE ET AL
Auditor EIN: 391531945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$221,442-100.0%

$92,240-100.0%

$77,958-100.0%

Participation rate

0.0%

79.6%-79.6pp

76.5%-76.5pp

71.6%-71.6pp

Annual return

16.27%

15.65%+0.6pp

176.29%-160.0pp

20.87%-4.6pp

Employer contribution / active EE

$3,226-100.0%

$3,680-100.0%

$2,310-100.0%

Participant deferral / active EE

$1,224

$2,779-56.0%

$3,897-68.6%

$3,537-65.4%

Admin fee / account holder

$210-100.0%

$5,194-100.0%

$97-100.0%

Provider

Service type

Compensation

STRATEGIC CAPITAL INVESTMENT ADVISO3+ years

Filed as: STRATEGIC CAPTIAL INVESTMENT

Service code 27 · EIN 36-4268991

Advisory (Plan)

$37,000

BENEFIT PLAN ADMINISTRATORS3+ years

Filed as: BENEFIT PLAN ADMINISTRATION OF WI,

Service code 13 · EIN 39-1400101

Contract Administrator

$21,500

FREYBERG HINKLE ET AL3+ years

Service code 10 · EIN 39-1531945

Accounting

$10,500

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC

Service code 15 · EIN 01-0233346

Recordkeeping

$5,496

PLUMBERS 75 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLUMBERS 75 401K 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