Retirement plan

ADVANCED DRAINAGE SYSTEMS OF PUERTO RICO, INC. 1165 (E) RETIREMENT PLAN

Name: ADVANCED DRAINAGE SYSTEMS, INC. - ADVANCED DRAINAGE SYSTEMS OF PUERTO RICO, INC. 1165 (E) RETIREMENT PLAN (2017) Form 5500
Creator: ADVANCED DRAINAGE SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED DRAINAGE SYSTEMS OF PUERTO RICO, INC. 1165 (E) RETIREMENT PLAN, ADVANCED DRAINAGE SYSTEMS, INC.

ADVANCED DRAINAGE SYSTEMS, INC.EIN 51-0105665Plan #004PY 2017

4640 TRUEMAN BLVD. - HILLIARD, OH 43026614-658-0242adspipe.comLinkedIn1001-5000 employeesconstruction

Other plans on this EIN

2 filings

#003Retirement-$487.5M assets #001Retirement-$101.8M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$199K

+71.3% from 2017

Total participants

+66.7% from 2017

Average account balance

$22,136

+2.8% from 2017

Annual return

4.29%

-5.76 pp from 2017

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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2T3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$186K

$46468 / participant

Other / not subdivided$186K100.0%

% of EOY assets

93.300%

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

$22,136

$98,240-77.5%

$82,312-73.1%

$147,587-85.0%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

4.29%

30.85%-26.6pp

25.88%-21.6pp

578.60%-574.3pp

Employer contribution / active EE

$2,465

$3,192-22.8%

$2,428+1.5%

$4,876-49.4%

Participant deferral / active EE

$4,833

$4,383+10.3%

$3,706+30.4%

$5,439-11.1%

Admin fee / account holder

$20,652

$8,563+141.2%

$5,608+268.3%

$10,886+89.7%

ADVANCED DRAINAGE SYSTEMS OF PUERTO RICO, INC. 1165 (E) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED DRAINAGE SYSTEMS OF PUERTO RICO, INC. 1165 (E) RETIREMENT 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