Retirement plan

ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1, IBEW- ST. LOUIS CHAPTER NECA

Name: BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW- - ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1, IBEW- ST. LOUIS CHAPTER NECA (2016) Form 5500
Creator: BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW-
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1, IBEW- ST. LOUIS CHAPTER NECA, BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW-

BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW-EIN 43-1529993Plan #001PY 2016

5735 ELIZABETH AVENUE - ST. LOUIS, MO 63110314-752-2330

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$170.6M

-7.0% from 2016

Total participants

1,876

-2.1% from 2016

Average account balance

$101,476

-6.1% from 2016

Annual return

8.25%

-6.25 pp from 2016

Benchmarks

See 388 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort388 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$288.55M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

2,366

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

$10.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$124

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 7 by compensation

Provider	Service type	Compensation
IBEW-NECA SERVICE CENTER2+ years Service code 13 · EIN 43-0896804	Contract Administrator	$113,557
PURK & ASSOCIATES, P.C.2+ years Filed as: PURK & ASSOCIATES Service code 10 · EIN 26-4532849	Accounting	$52,183
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-6257033	Investment Management	$46,535
COMMERCE BANK2+ years Service code 28 · EIN 48-0962626	Investment Management	$33,815
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298	Advisory (Plan)	$20,000
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 28 · EIN 38-0861745	Investment Management	$17,211
NATIONAL CITY2+ years Service code 28 1900 EAST 9TH STREET · CLEVELAND, OH 44114	Investment Management	$12,120

Plan features & details

Pension benefit codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$324K

$221 / participant

Investment mgmt$155K47.9%
Other / not subdivided$169K52.1%

% of EOY assets

0.190%

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: PURK & ASSOCIATES, P.C.
Auditor EIN: 264532849
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,476

$54,392+86.6%

$84,753+19.7%

$63,975+58.6%

Participation rate

86.7%

76.9%+9.8pp

76.6%+10.1pp

71.1%+15.6pp

Annual return

8.25%

611.38%-603.1pp

22.78%-14.5pp

48.65%-40.4pp

Employer contribution / active EE

$2,943-100.0%

$3,574-100.0%

$2,182-100.0%

Participant deferral / active EE

$4,095

$2,593+57.9%

$3,712+10.3%

$3,356+22.0%

Admin fee / account holder

$193

$136+42.1%

$5,333-96.4%

$70+174.0%

Provider

Service type

Compensation

IBEW-NECA SERVICE CENTER2+ years

Service code 13 · EIN 43-0896804

Contract Administrator

$113,557

PURK & ASSOCIATES, P.C.2+ years

Filed as: PURK & ASSOCIATES

Service code 10 · EIN 26-4532849

Accounting

$52,183

ASB CAPITAL MANAGEMENT2+ years

Service code 28 · EIN 52-6257033

Investment Management

$46,535

COMMERCE BANK2+ years

Service code 28 · EIN 48-0962626

Investment Management

$33,815

MARQUETTE ASSOCIATES2+ years

Service code 27 · EIN 36-3485298

Advisory (Plan)

$20,000

PNC BANK, N.A.2+ years

Filed as: PNC BANK

Service code 28 · EIN 38-0861745

Investment Management

$17,211

NATIONAL CITY2+ years

Service code 28

1900 EAST 9TH STREET · CLEVELAND, OH 44114

Investment Management

$12,120

ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1, IBEW- ST. LOUIS CHAPTER NECA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1, IBEW- ST. LOUIS CHAPTER NECA

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