Retirement plan

AVIDAIR INTERNATIONAL PROFIT SHARING 401(K) PLAN

Name: AVIDAIR HELICOPTER SUPPLY, INC. DBA AVIDAIR INTERNATIONAL - AVIDAIR INTERNATIONAL PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: AVIDAIR HELICOPTER SUPPLY, INC. DBA AVIDAIR INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AVIDAIR INTERNATIONAL PROFIT SHARING 401(K) PLAN, AVIDAIR HELICOPTER SUPPLY, INC. DBA AVIDAIR INTERNATIONAL

AVIDAIR HELICOPTER SUPPLY, INC. DBA AVIDAIR INTERNATIONALEIN 43-1625421Plan #001PY 2017

212 N.E. MAIN ST., SUITE D - LEES SUMMIT, MO 64063816-246-4527LinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$580K

+36.5% from 2016

Total participants

-14.3% from 2016

Average account balance

$96,691

+59.3% from 2016

Annual return

13.71%

+5.47 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

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

$402K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$216K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+16.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2884

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

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$34K

$5596 / participant

Other / not subdivided$34K100.0%

% of EOY assets

5.788%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,691

$98,240-1.6%

$82,313+17.5%

$147,585-34.5%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

13.71%

30.85%-17.1pp

25.88%-12.2pp

578.57%-564.9pp

Employer contribution / active EE

$11,330

$3,192+255.0%

$2,428+366.6%

$4,876+132.3%

Participant deferral / active EE

$9,413

$4,383+114.8%

$3,706+154.0%

$5,439+73.1%

Admin fee / account holder

$5,596

$8,563-34.6%

$5,608-0.2%

$10,885-48.6%

AVIDAIR INTERNATIONAL PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AVIDAIR INTERNATIONAL PROFIT SHARING 401(K) 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