Retirement plan

CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN

Name: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD - CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN (2018) Form 5500
Creator: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN, CITY OF HALEYVILLE WATER WORKS & SEWER BOARD

CITY OF HALEYVILLE WATER WORKS & SEWER BOARDEIN 63-6004975Plan #001PY 2018

808 21ST STREET - HALEYVILLE, AL 35565205-486-3114LinkedIn11-50 employeesutilities

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.8M

+10.1% from 2017

Total participants

+38.5% from 2017

Average account balance

$98,395

-20.5% from 2017

Annual return

6.05%

+2.27 pp from 2017

Benchmarks

See 1,324 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,324 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.08M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+6.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$561

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

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

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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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,395

$90,590+8.6%

$90,782+8.4%

$135,375-27.3%

Participation rate

100.0%

83.7%+16.3pp

82.7%+17.3pp

82.6%+17.4pp

Annual return

6.05%

-3.40%+9.4pp

-3.42%+9.5pp

519.73%-513.7pp

Employer contribution / active EE

$3,860

$4,352-11.3%

$4,105-6.0%

$4,779-19.2%

Participant deferral / active EE

$5,407-100.0%

$5,366-100.0%

$5,609-100.0%

Admin fee / account holder

$7,683-100.0%

$5,908-100.0%

$10,827-100.0%

CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion