Retirement plan

PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN

Name: PINNACLE WEST ASSET MANAGEMENT INC - PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN (2020) Form 5500
Creator: PINNACLE WEST ASSET MANAGEMENT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN, PINNACLE WEST ASSET MANAGEMENT INC

PINNACLE WEST ASSET MANAGEMENT INCEIN 83-0297567Plan #001PY 2020

P.O. BOX 51407 - CASPER, WY 82605307-235-3300LinkedIn11-50 employeesinvestment banking

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$128K

+48.6% from 2019

Total participants

0.0% from 2019

Average account balance

$63,974

+48.6% from 2019

Annual return

-2.11%

-32.78 pp from 2019

Benchmarks

See 32,157 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,157 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$571K

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 returns
Annual investment return 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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,974

$197,603-67.6%

$177,827-64.0%

$158,950-59.8%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

-2.11%

58.76%-60.9pp

48.32%-50.4pp

302.91%-305.0pp

Employer contribution / active EE

$5,540

$6,698-17.3%

$5,918-6.4%

$4,762+16.3%

Participant deferral / active EE

$16,280

$8,404+93.7%

$7,713+111.1%

$5,983+172.1%

Admin fee / account holder

$15,402-100.0%

$12,429-100.0%

$11,248-100.0%

PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PINNACLE WEST ASSET MANAGEMENT INC 401K 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