Retirement plan

I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN

Name: I.A.T.S.E. LOCAL NO. 6 - I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN (2017) Form 5500
Creator: I.A.T.S.E. LOCAL NO. 6
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN, I.A.T.S.E. LOCAL NO. 6

I.A.T.S.E. LOCAL NO. 6EIN 43-0497330Plan #002PY 2017

1611 S. BROADWAY, SUITE 110 - ST. LOUIS, MO 63104314-621-5077

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.7M

+16.8% from 2016

Total participants

1,078

+25.6% from 2016

Average account balance

$20,121

-3.3% from 2016

Annual return

15.10%

+8.66 pp from 2016

Benchmarks

See 399 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort399 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.02M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

962

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

$2.11M

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

+9.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$175

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
BDO USA, LLP1 year Filed as: BDO Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264	Accounting	$15,472
CPI QUALIFIED PLAN CONSULTANTS, INC3+ years Service code 12 1809 24TH STREET P.O. BOX 1167 · GREAT BEND, KS 67530	Sub-transfer agency fees; Direct paym...	$14,328
NEOSHO ADVISORS LLC2 years Filed as: NEOSHO ADVISORS Service code 16 5200 W. 94TH TERRACE, SUITE 200 · SHAWNEE MISSION, KS 66207	Consulting	$7,632

Plan features & details

Pension benefit codes2E2F2G

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$111K

$152 / participant

Investment mgmt$14K12.9%
Other / not subdivided$97K87.1%

% of EOY assets

0.535%

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: ANDERS MINKLER HUBER & HELM LLP
Auditor EIN: 430831507
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,121

$45,324-55.6%

$122,354-83.6%

$69,631-71.1%

Participation rate

93.6%

59.9%+33.6pp

71.6%+21.9pp

70.7%+22.9pp

Annual return

15.10%

25.35%-10.2pp

30.28%-15.2pp

27571.02%-27555.9pp

Employer contribution / active EE

$2,181

$1,230+77.4%

$4,051-46.2%

$2,032+7.3%

Participant deferral / active EE

$2,367-100.0%

$3,287-100.0%

$3,224-100.0%

Admin fee / account holder

$108

$87+23.8%

$5,479-98.0%

$110-2.5%

Provider

Service type

Compensation

BDO USA, LLP1 year

Filed as: BDO

Service code 10

PO BOX 642743 · PITTSBURGH, PA 15264

Accounting

$15,472

CPI QUALIFIED PLAN CONSULTANTS, INC3+ years

Service code 12

1809 24TH STREET P.O. BOX 1167 · GREAT BEND, KS 67530

Sub-transfer agency fees; Direct paym...

$14,328

NEOSHO ADVISORS LLC2 years

Filed as: NEOSHO ADVISORS

Service code 16

5200 W. 94TH TERRACE, SUITE 200 · SHAWNEE MISSION, KS 66207

Consulting

$7,632

I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I.A.T.S.E. LOCAL NO. 6 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