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 (2018) 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 2018

5735 ELIZABETH AVENUE - ST. LOUIS, MO 631102801314-752-2330

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$187.3M

-7.0% from 2016

Total participants

1,957

-2.1% from 2016

Average account balance

$108,457

-6.1% from 2016

Annual return

-3.08%

-6.25 pp from 2016

Benchmarks

See 405 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort405 peers

Snapshot2018

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 CENTER4+ years Service code 13 · EIN 43-0896804	Contract Administrator	$136,827
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 52-6257033	Investment Management	$64,745
ANDERS MINKLER HUBER & HELM LLP1 year Service code 10 · EIN 43-0831507	Accounting	$57,309
COMMERCE BANK4+ years Service code 28 · EIN 48-0962626	Investment Management	$32,349
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 28 · EIN 38-0861745	Investment Management	$22,564
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298	Advisory (Plan)	$20,000
SCHUCHAT, COOK & WERNER4+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010	Legal	$5,210

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

$426K

$280 / participant

Investment mgmt$239K56.0%
Other / not subdivided$187K44.0%

% of EOY assets

0.227%

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

$108,457

$60,396+79.6%

$83,831+29.4%

$75,289+44.1%

Participation rate

84.9%

80.7%+4.2pp

76.1%+8.8pp

72.4%+12.5pp

Annual return

-3.08%

3.84%-6.9pp

850.99%-854.1pp

-0.04%-3.0pp

Employer contribution / active EE

$3,343-100.0%

$3,631-100.0%

$2,405-100.0%

Participant deferral / active EE

$4,387

$2,922+50.1%

$4,082+7.5%

$3,739+17.3%

Admin fee / account holder

$247

$141+74.7%

$5,479-95.5%

$102+141.1%

Provider

Service type

Compensation

IBEW-NECA SERVICE CENTER4+ years

Service code 13 · EIN 43-0896804

Contract Administrator

$136,827

ASB CAPITAL MANAGEMENT4+ years

Service code 28 · EIN 52-6257033

Investment Management

$64,745

ANDERS MINKLER HUBER & HELM LLP1 year

Service code 10 · EIN 43-0831507

Accounting

$57,309

COMMERCE BANK4+ years

Service code 28 · EIN 48-0962626

Investment Management

$32,349

PNC BANK, N.A.4+ years

Filed as: PNC BANK

Service code 28 · EIN 38-0861745

Investment Management

$22,564

MARQUETTE ASSOCIATES4+ years

Service code 27 · EIN 36-3485298

Advisory (Plan)

$20,000

SCHUCHAT, COOK & WERNER4+ years

Filed as: SCHUCHAT, COOK, & WERNER

Service code 29 · EIN 43-0763010

Legal

$5,210

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