Retirement plan

IRON MOUNTAIN SPECIALIZED, INC. 401K PLAN

Name: IRON MOUNTAIN SPECIALIZED, INC. - IRON MOUNTAIN SPECIALIZED, INC. 401K PLAN (2017) Form 5500
Creator: IRON MOUNTAIN SPECIALIZED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IRON MOUNTAIN SPECIALIZED, INC. 401K PLAN, IRON MOUNTAIN SPECIALIZED, INC.

IRON MOUNTAIN SPECIALIZED, INC.EIN 45-2881376Plan #001PY 2017

PO BOX 607 - ELKINS, WV 26241304-630-2560

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$336K

+93.8% from 2016

Total participants

+40.9% from 2016

Average account balance

$24,016

-30.8% from 2016

Annual return

27.55%

+14.37 pp from 2016

Benchmarks

See 3,497 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,497 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$326K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1172

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 codes2E2F2G2J2T3D

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.
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.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$85 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.758%

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

$24,016

$52,580-54.3%

$71,671-66.5%

$70,126-65.8%

Participation rate

43.3%

60.9%-17.5pp

68.7%-25.4pp

69.5%-26.2pp

Annual return

27.55%

20.25%+7.3pp

20.65%+6.9pp

73.15%-45.6pp

Employer contribution / active EE

$720

$1,616-55.5%

$2,460-70.7%

$2,343-69.3%

Participant deferral / active EE

$3,112

$2,386+30.4%

$3,438-9.5%

$3,332-6.6%

Admin fee / account holder

$182

$3,653-95.0%

$5,558-96.7%

$4,645-96.1%

IRON MOUNTAIN SPECIALIZED, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IRON MOUNTAIN SPECIALIZED, INC. 401K 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