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 (2021) 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 2021

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

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$20.4M

+8.2% from 2020

Total participants

1,265

+9.3% from 2020

Average account balance

$32,383

+77.9% from 2020

Annual return

11.69%

+2.47 pp from 2020

Benchmarks

See 118 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort118 peers

Snapshot2021

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 5 by compensation

Provider	Service type	Compensation
CMFG LIFE INSURANCE COMPANY4 years Filed as: CUNA Service code 14 5910 MINERAL POINT ROAD · MADISON, WI 53705	Plan Administrator	$29,950
TIC INTERNATIONAL CORPORATION2 years Service code 14 · EIN 13-2600875 11590 N MERIDIAN STREET, SUITE 600 · CARMEL, IN 46032	Plan Administrator	$29,125
ANDERS MINKLER HUBER & HELM LLP4 years Service code 10 · EIN 43-0831507	Accounting	$27,760
SPECTOR, WOLFE, MCLAUGHLIN & O'MARA1 year Service code 29 320 E. TOWSONTOWN BLVD, STE. 1 EAST · BALTIMORE, MD 21286	Legal	$11,960
JP MORGAN INVESTMENT MANAGEMENT INC2 years Filed as: NYLIFE SECURITIES, LLC Service code 27 · EIN 13-2649692 3 CITYPLACE DR, SUITE 690 · CREVE COEUR, MO 63141	Advisory (Plan)	$0

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$120K

$107 / participant

Investment mgmt$30K24.9%
Other / not subdivided$90K75.1%

% of EOY assets

0.590%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,383

$62,943-48.6%

$142,898-77.3%

$93,010-65.2%

Participation rate

43.7%

63.3%-19.6pp

72.0%-28.2pp

73.9%-30.2pp

Annual return

11.69%

16.28%-4.6pp

5639.64%-5627.9pp

158.70%-147.0pp

Employer contribution / active EE

$885

$1,374-35.6%

$4,146-78.7%

$2,705-67.3%

Participant deferral / active EE

$2,841-100.0%

$3,838-100.0%

$4,561-100.0%

Admin fee / account holder

$191

$103+86.1%

$6,560-97.1%

$152+26.0%

Provider

Service type

Compensation

CMFG LIFE INSURANCE COMPANY4 years

Filed as: CUNA

Service code 14

5910 MINERAL POINT ROAD · MADISON, WI 53705

Plan Administrator

$29,950

TIC INTERNATIONAL CORPORATION2 years

Service code 14 · EIN 13-2600875

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

Plan Administrator

$29,125

ANDERS MINKLER HUBER & HELM LLP4 years

Service code 10 · EIN 43-0831507

Accounting

$27,760

SPECTOR, WOLFE, MCLAUGHLIN & O'MARA1 year

Service code 29

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

Legal

$11,960

JP MORGAN INVESTMENT MANAGEMENT INC2 years

Filed as: NYLIFE SECURITIES, LLC

Service code 27 · EIN 13-2649692

3 CITYPLACE DR, SUITE 690 · CREVE COEUR, MO 63141

Advisory (Plan)

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