Retirement plan

INTERNATIONAL AUTOS GROUP 401(K) PLAN

Name: INTERNATIONAL AUTOS, INC. - INTERNATIONAL AUTOS GROUP 401(K) PLAN (2015) Form 5500
Creator: INTERNATIONAL AUTOS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL AUTOS GROUP 401(K) PLAN, INTERNATIONAL AUTOS, INC.

INTERNATIONAL AUTOS, INC.EIN 39-1825990Plan #001PY 2015

2400 SOUTH 108TH STREET - WEST ALLIS, WI 53227414-543-3000iaautogroup.comLinkedIn201-500 employeesautomotive

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$3.9M

No prior year

Total participants

128

No prior year

Average account balance

$27,912

No prior year

Annual return

1.59%

No prior year

Benchmarks

See 2,153 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,153 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.39M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

439

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.

49.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969	Contract Administrator	$13,087

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

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

$32K

$282 / participant

Investment mgmt$19K59.0%
Other / not subdivided$13K41.0%

% of EOY assets

0.822%

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: THE POMYKALA GROUP
Auditor EIN: 364336258
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,912

$39,245-28.9%

$64,105-56.5%

$52,331-46.7%

Participation rate

100.0%

58.2%+41.8pp

68.2%+31.8pp

68.1%+31.9pp

Annual return

1.59%

14.79%-13.2pp

791.24%-789.7pp

4.54%-3.0pp

Employer contribution / active EE

$699

$736-5.1%

$1,820-61.6%

$1,882-62.9%

Participant deferral / active EE

$3,902

$1,992+95.9%

$2,822+38.3%

$3,022+29.1%

Admin fee / account holder

$229

$592-61.3%

$4,499-94.9%

$592-61.2%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$13,087

INTERNATIONAL AUTOS GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL AUTOS GROUP 401(K) 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