Retirement plan

ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Name: ALABAMA TRAFFIC SYSTEMS, INC. - ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ALABAMA TRAFFIC SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN, ALABAMA TRAFFIC SYSTEMS, INC.

ALABAMA TRAFFIC SYSTEMS, INC.EIN 63-1163745Plan #001PY 2017

3 WEST PARK DRIVE - BIRMINGHAM, AL 35211205-943-0384LinkedIn1-10 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$447K

-42.9% from 2016

Total participants

0.0% from 2016

Average account balance

$89,354

-20.1% from 2016

Annual return

13.10%

+5.98 pp from 2016

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

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1632

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$495K

$70652 / participant

Other / not subdivided$495K100.0%

% of EOY assets

110.697%

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

$89,354

$98,240-9.0%

$82,312+8.6%

$147,586-39.5%

Participation rate

71.4%

79.7%-8.3pp

76.9%-5.5pp

82.8%-11.4pp

Annual return

13.10%

30.85%-17.8pp

25.88%-12.8pp

578.59%-565.5pp

Employer contribution / active EE

$1,832

$3,192-42.6%

$2,428-24.5%

$4,876-62.4%

Participant deferral / active EE

$6,112

$4,383+39.4%

$3,706+64.9%

$5,439+12.4%

Admin fee / account holder

$98,912

$8,563+1055.1%

$5,608+1663.9%

$10,886+808.6%

ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING 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