Retirement plan

AMERON INTERNATIONAL CORP. 401(K) RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES OF AMERON HC&D/ILWU LOCAL 142

Name: AMERON HAWAII, LLC - AMERON INTERNATIONAL CORP. 401(K) RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES OF AMERON HC&D/ILWU LOCAL 142 (2015) Form 5500
Creator: AMERON HAWAII, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERON INTERNATIONAL CORP. 401(K) RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES OF AMERON HC&D/ILWU LOCAL 142, AMERON HAWAII, LLC

AMERON HAWAII, LLCEIN 46-4478026Plan #006PY 2015

2344 PAHOUNUI DRIVE - HONOLULU, HI 968192220808-832-9262LinkedIn11-50 employeesglass, ceramics & concrete

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$72,452

No prior year

Annual return

-1.28%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

77.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14551

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 codes2E2F2G2J2T

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.

Opportunity flags

3 tripped

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

$50K

$1423 / participant

Other / not subdivided$50K100.0%

% of EOY assets

2.644%

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

$72,452

$54,380+33.2%

$68,509+5.8%

$59,633+21.5%

Participation rate

65.7%

70.2%-4.5pp

74.7%-9.0pp

68.7%-3.0pp

Annual return

-1.28%

2.83%-4.1pp

8.27%-9.5pp

2041.45%-2042.7pp

Employer contribution / active EE

$1,539-100.0%

$2,278-100.0%

$2,203-100.0%

Participant deferral / active EE

$3,153

$2,643+19.3%

$3,382-6.8%

$3,192-1.2%

Admin fee / account holder

$1,915

$3,885-50.7%

$5,275-63.7%

$4,297-55.4%

AMERON INTERNATIONAL CORP. 401(K) RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES OF AMERON HC&D/ILWU LOCAL 142

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERON INTERNATIONAL CORP. 401(K) RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES OF AMERON HC&D/ILWU LOCAL 142

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