Retirement plan

ELECTRICAL WORKERS 22 FCU PENSION PLAN

Name: ELECTRICAL WORKERS 22 FCU PENSION PLAN - ELECTRICAL WORKERS 22 FCU PENSION PLAN (2016) Form 5500
Creator: ELECTRICAL WORKERS 22 FCU PENSION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRICAL WORKERS 22 FCU PENSION PLAN, ELECTRICAL WORKERS 22 FCU PENSION PLAN

ELECTRICAL WORKERS 22 FCU PENSION PLANEIN 47-0436937Plan #001PY 2016

8960 L ST STE 102 - OMAHA, NE 681271414402-331-3121

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$279K

+11.7% from 2015

Total participants

-33.3% from 2015

Average account balance

$139,603

No prior year

Annual return

10.93%

+10.63 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$344K

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

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

+18.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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 codes2C2H3E

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$100

Other / not subdivided$100100.0%

% of EOY assets

0.036%

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

$139,603

$153,769-9.2%

$133,975+4.2%

$273,972-49.0%

Participation rate

0.0%

88.4%-88.4pp

87.1%-87.1pp

83.0%-83.0pp

Annual return

10.93%

36.51%-25.6pp

29.29%-18.4pp

41.46%-30.5pp

Employer contribution / active EE

$6,029-100.0%

$5,211-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,958-100.0%

$6,282-100.0%

$5,287-100.0%

Admin fee / account holder

$50

$11,765-99.6%

$9,324-99.5%

$10,133-99.5%

ELECTRICAL WORKERS 22 FCU PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRICAL WORKERS 22 FCU PENSION 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