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 (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$220.9M

-7.0% from 2016

Total participants

2,014

-2.1% from 2016

Average account balance

$125,534

-6.1% from 2016

Annual return

20.88%

-6.25 pp from 2016

Benchmarks

See 440 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort440 peers

Snapshot2019

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 6 by compensation

Provider	Service type	Compensation
IBEW-NECA SERVICE CENTER5+ years Service code 13 · EIN 43-0896804	Contract Administrator	$149,539
ANDERS MINKLER HUBER & HELM LLP2 years Service code 10 · EIN 43-0831507	Accounting	$59,564
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 52-6257033	Investment Management	$55,336
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 28 · EIN 38-0861745	Investment Management	$30,484
COMMERCE BANK5+ years Service code 28 · EIN 48-0962626	Investment Management	$28,045
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298	Advisory (Plan)	$21,500

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

$440K

$281 / participant

Investment mgmt$246K55.9%
Other / not subdivided$194K44.1%

% of EOY assets

0.199%

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

$125,534

$66,051+90.1%

$92,916+35.1%

$77,775+61.4%

Participation rate

83.8%

81.0%+2.8pp

76.0%+7.8pp

73.2%+10.6pp

Annual return

20.88%

20.69%+0.2pp

109.45%-88.6pp

32.58%-11.7pp

Employer contribution / active EE

$3,426-100.0%

$3,654-100.0%

$2,504-100.0%

Participant deferral / active EE

$5,092

$3,013+69.0%

$4,238+20.1%

$3,966+28.4%

Admin fee / account holder

$250

$148+69.3%

$5,796-95.7%

$100+150.1%

Provider

Service type

Compensation

IBEW-NECA SERVICE CENTER5+ years

Service code 13 · EIN 43-0896804

Contract Administrator

$149,539

ANDERS MINKLER HUBER & HELM LLP2 years

Service code 10 · EIN 43-0831507

Accounting

$59,564

ASB CAPITAL MANAGEMENT5+ years

Service code 28 · EIN 52-6257033

Investment Management

$55,336

PNC BANK, N.A.5+ years

Filed as: PNC BANK

Service code 28 · EIN 38-0861745

Investment Management

$30,484

COMMERCE BANK5+ years

Service code 28 · EIN 48-0962626

Investment Management

$28,045

MARQUETTE ASSOCIATES5+ years

Service code 27 · EIN 36-3485298

Advisory (Plan)

$21,500

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