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 (2019) 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 2019

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

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$23.3M

+16.9% from 2018

Total participants

1,209

-10.7% from 2018

Average account balance

$22,258

+24.5% from 2018

Annual return

17.26%

+21.43 pp from 2018

Benchmarks

See 141 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort141 peers

Snapshot2019

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
CMFG LIFE INSURANCE COMPANY2 years Filed as: CUNA Service code 14 5910 MINERAL POINT ROAD · MADISON, WI 53705	Plan Administrator	$55,512
TIC INTERNATIONAL CORPORATION1 year Filed as: TIC INTERNATINOAL CORPORATION Service code 14 · EIN 13-2600875 11590 N MERIDIAN STREET, SUITE 600 · CARMEL, IN 46032	Plan Administrator	$23,689
SMITH & HOWARD, PC2 years Filed as: SMITH & DOWNEY P.A. Service code 29 320 E. TOWSONTOWN BLVD, STE. 1 EAST · BALTIMORE, MD 21286	Legal	$16,294

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

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

$132K

$128 / participant

Investment mgmt$60K45.1%
Other / not subdivided$73K54.9%

% of EOY assets

0.568%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,258

$53,911-58.7%

$130,660-83.0%

$77,775-71.4%

Participation rate

84.3%

60.2%+24.1pp

71.7%+12.5pp

73.2%+11.1pp

Annual return

17.26%

21.93%-4.7pp

1709.29%-1692.0pp

32.58%-15.3pp

Employer contribution / active EE

$1,796

$1,826-1.6%

$4,092-56.1%

$2,504-28.3%

Participant deferral / active EE

$2,288-100.0%

$3,603-100.0%

$3,966-100.0%

Admin fee / account holder

$126

$129-1.7%

$5,463-97.7%

$100+26.3%

Provider

Service type

Compensation

CMFG LIFE INSURANCE COMPANY2 years

Filed as: CUNA

Service code 14

5910 MINERAL POINT ROAD · MADISON, WI 53705

Plan Administrator

$55,512

TIC INTERNATIONAL CORPORATION1 year

Filed as: TIC INTERNATINOAL CORPORATION

Service code 14 · EIN 13-2600875

11590 N MERIDIAN STREET, SUITE 600 · CARMEL, IN 46032

Plan Administrator

$23,689

SMITH & HOWARD, PC2 years

Filed as: SMITH & DOWNEY P.A.

Service code 29

320 E. TOWSONTOWN BLVD, STE. 1 EAST · BALTIMORE, MD 21286

Legal

$16,294

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