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 (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

+8.3% from 2017

Total participants

174

+8.1% from 2017

Average account balance

$16,444

-1.5% from 2017

Annual return

-6.78%

-16.93 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY2 years Service code 13 · EIN 42-0127290	Contract Administrator	$21,777
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633	Contract Administrator	$10,338
UBS FINANCIAL SERVICES INC1 year Service code 49 · EIN 51-0120742	Other Services	$6,489

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$27K

$165 / participant

Investment mgmt$5K19.3%
Contract admin$22K80.7%

% of EOY assets

0.989%

all-in expense ratio

Categories reported

2 / 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

$16,444

$44,873-63.4%

$79,476-79.3%

$56,287-70.8%

Participation rate

95.1%

68.7%+26.4pp

73.3%+21.8pp

69.9%+25.3pp

Annual return

-6.78%

0.81%-7.6pp

718.21%-725.0pp

-9.96%+3.2pp

Employer contribution / active EE

$2,140-100.0%

$2,800-100.0%

$2,111-100.0%

Participant deferral / active EE

$2,545

$2,746-7.3%

$3,704-31.3%

$3,350-24.0%

Admin fee / account holder

$163

$418-61.1%

$5,113-96.8%

$521-68.8%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY2 years

Service code 13 · EIN 42-0127290

Contract Administrator

$21,777

ASCENSUS LLC1 year

Filed as: ACCESS RETIREMENT SERVICES LLC

Service code 13 · EIN 62-1700633

Contract Administrator

$10,338

UBS FINANCIAL SERVICES INC1 year

Service code 49 · EIN 51-0120742

Other Services

$6,489

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