Retirement plan

DISTRICT NO. 9 I.A.M. AND A.W. EMPLOYEES 401K CASH ACCUMULATION PLAN

Name: DISTRICT NO. 9, I.A.M.A.W. - DISTRICT NO. 9 I.A.M. AND A.W. EMPLOYEES 401K CASH ACCUMULATION PLAN (2019) Form 5500
Creator: DISTRICT NO. 9, I.A.M.A.W.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DISTRICT NO. 9 I.A.M. AND A.W. EMPLOYEES 401K CASH ACCUMULATION PLAN, DISTRICT NO. 9, I.A.M.A.W.

DISTRICT NO. 9, I.A.M.A.W.EIN 43-0736487Plan #001PY 2019

12365 ST. CHARLES ROCK ROAD - BRIDGETON, MO 63044314-739-6200d9trusts.orgLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

+22.0% from 2018

Total participants

-12.0% from 2018

Average account balance

$231,453

+38.6% from 2018

Annual return

24.32%

+30.67 pp from 2018

Benchmarks

See 35,151 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,151 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.63M

Not enough data

1 years with asset history on file

Average account balance

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

$309K

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.

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13075

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

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$226K

$15075 / participant

Other / not subdivided$226K100.0%

% of EOY assets

4.441%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$231,453

$102,966+124.8%

$90,281+156.4%

$152,861+51.4%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.4%+17.6pp

Annual return

24.32%

95.16%-70.8pp

78.10%-53.8pp

345.32%-321.0pp

Employer contribution / active EE

$3,139-100.0%

$2,854-100.0%

$4,762-100.0%

Participant deferral / active EE

$8,536

$4,281+99.4%

$3,885+119.7%

$5,850+45.9%

Admin fee / account holder

$10,278

$6,171+66.6%

$5,351+92.1%

$11,596-11.4%

DISTRICT NO. 9 I.A.M. AND A.W. EMPLOYEES 401K CASH ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DISTRICT NO. 9 I.A.M. AND A.W. EMPLOYEES 401K CASH ACCUMULATION 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