Retirement plan

PCS U.S. EMPLOYEES' SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Name: PCS ADMINISTRATION USA, INC. - PCS U.S. EMPLOYEES' SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES (2017) Form 5500
Creator: PCS ADMINISTRATION USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PCS U.S. EMPLOYEES' SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES, PCS ADMINISTRATION USA, INC.

PCS ADMINISTRATION USA, INC.EIN 56-2111626Plan #007PY 2017

1101 SKOKIE BLVD - NORTHBROOK, IL 600623320847-849-4200

Other plans on this EIN

3 filings

#001Retirement-$1.05B assets #002Retirement-$273.1M assets #008Retirement-$131.4M assets

Prospect flagsFailed to provide benefitCorrective distributions

How to read this page

Total assets (EOY)

$46.4M

+14.1% from 2016

Total participants

619

+3.3% from 2016

Average account balance

$75,996

+9.7% from 2016

Annual return

15.18%

+8.04 pp from 2016

Benchmarks

See 1,152 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,152 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$56.21M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

614

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.

99.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+7.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$58,429

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3F3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$58K

$118 / participant

Other / not subdivided$58K100.0%

% of EOY assets

0.126%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,996

$75,284+0.9%

$91,001-16.5%

$69,631+9.1%

Participation rate

98.4%

80.4%+18.0pp

75.6%+22.8pp

70.7%+27.7pp

Annual return

15.18%

48.40%-33.2pp

4.60%+10.6pp

27571.02%-27555.8pp

Employer contribution / active EE

$2,155

$2,473-12.9%

$2,456-12.3%

$2,032+6.0%

Participant deferral / active EE

$3,999

$3,700+8.1%

$3,547+12.7%

$3,224+24.0%

Admin fee / account holder

$96

$111-13.5%

$5,417-98.2%

$110-13.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$58,429

PCS U.S. EMPLOYEES' SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PCS U.S. EMPLOYEES' SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

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