Retirement plan

PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN

Name: PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN - PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN (2017) Form 5500
Creator: PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN, PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN

PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLANEIN 43-6175719Plan #002PY 2017

3100 BROADWAY SUITE 805 - KANSAS CITY, MO 64111816-756-3313LinkedIn1001-5000 employeesinsurance

Other plans on this EIN

1 filing

#001Retirement-$239.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$160.1M

-11.7% from 2017

Total participants

1,400

-1.3% from 2017

Average account balance

$114,376

-10.6% from 2017

Annual return

14.13%

-15.78 pp from 2017

Benchmarks

See 531 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants1,000-4,999

Cohort531 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$301.78M

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

1,621

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

$10.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$215

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 5 by compensation

Provider	Service type	Compensation
RBC WEALTH MANAGEMENT2+ years Service code 26 · EIN 41-1416330	Advisory (Participants)	$40,000
BLAKE & UHLIG, P.A.2+ years Service code 29 · EIN 48-0918231	Legal	$35,407
WILSON-MCSHANE CORPORATION2+ years Service code 13 · EIN 41-0956552	Contract Administrator	$33,998
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749	Accounting	$32,769
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Service code 12 · EIN 13-3689044	Float revenue; Claims processing; Inv...	$19,774

Plan features & details

Pension benefit codes2E2F2G2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$207K

$153 / participant

Investment mgmt$20K9.6%
Contract admin$34K16.3%
Other / not subdivided$153K74.2%

% of EOY assets

0.129%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,376

$89,274+28.1%

$149,721-23.6%

$77,958+46.7%

Participation rate

100.0%

87.6%+12.4pp

87.1%+12.9pp

71.6%+28.4pp

Annual return

14.13%

20.36%-6.2pp

1501.67%-1487.5pp

20.87%-6.7pp

Employer contribution / active EE

$5,034

$3,727+35.1%

$5,444-7.5%

$2,310+117.9%

Participant deferral / active EE

$5,382-100.0%

$6,568-100.0%

$3,537-100.0%

Admin fee / account holder

$148

$240-38.5%

$11,282-98.7%

$97+51.5%

Provider

Service type

Compensation

RBC WEALTH MANAGEMENT2+ years

Service code 26 · EIN 41-1416330

Advisory (Participants)

$40,000

BLAKE & UHLIG, P.A.2+ years

Service code 29 · EIN 48-0918231

Legal

$35,407

WILSON-MCSHANE CORPORATION2+ years

Service code 13 · EIN 41-0956552

Contract Administrator

$33,998

CLIFTONLARSONALLEN LLP2+ years

Service code 10 · EIN 41-0746749

Accounting

$32,769

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Service code 12 · EIN 13-3689044

Float revenue; Claims processing; Inv...

$19,774

PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT 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