Retirement plan

STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN

Name: IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46 - STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN (2017) Form 5500
Creator: IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN, IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46

IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46EIN 62-1122780Plan #002PY 2017

211 DONELSON PIKE, BUILDING A, SUITE 202 - NASHVILLE, TN 37214615-885-1063LinkedIn51-200 employeescivic & social organization

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.5M

+27.6% from 2016

Total participants

161

+17.5% from 2016

Average account balance

$16,687

+15.8% from 2016

Annual return

10.15%

+6.32 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.36M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

250

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$730K

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

+10.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$167

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIFTH THIRD BANK RETIREMENT SERVICE1 year Filed as: FIFTH THIRD RETIREMENT SERVICES Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263	Recordkeeping Fees	$13,083
PRINCIPAL LIFE INSURANCE COMPANY1 year Service code 13 · EIN 42-0127290	Contract Administrator	$8,441

Plan features & details

Pension benefit codes2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$22K

$140 / participant

Contract admin$22K100.0%

% of EOY assets

0.854%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PATTERSON, HARDEE & BALLENTINE, PC
Auditor EIN: 450784806
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,687

$50,637-67.0%

$86,582-80.7%

$62,293-73.2%

Participation rate

93.5%

67.9%+25.6pp

73.5%+20.0pp

69.5%+24.0pp

Annual return

10.15%

20.80%-10.7pp

965.08%-954.9pp

28.90%-18.8pp

Employer contribution / active EE

$2,075-100.0%

$2,839-100.0%

$2,042-100.0%

Participant deferral / active EE

$2,596

$2,611-0.6%

$3,609-28.1%

$3,169-18.1%

Admin fee / account holder

$143

$413-65.5%

$4,904-97.1%

$479-70.3%

Provider

Service type

Compensation

FIFTH THIRD BANK RETIREMENT SERVICE1 year

Filed as: FIFTH THIRD RETIREMENT SERVICES

Service code 64

38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263

Recordkeeping Fees

$13,083

PRINCIPAL LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 42-0127290

Contract Administrator

$8,441

STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS 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