Retirement plan

AIS INDUSTRIAL & CONSTRUCTION SUPPLY 401(K) PLAN

Name: AVIATION SERVICE SUPPLY COMPANY - AIS INDUSTRIAL & CONSTRUCTION SUPPLY 401(K) PLAN (2017) Form 5500
Creator: AVIATION SERVICE SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIS INDUSTRIAL & CONSTRUCTION SUPPLY 401(K) PLAN, AVIATION SERVICE SUPPLY COMPANY

AVIATION SERVICE SUPPLY COMPANYdba AIS INDUSTRIAL & CONSTRUCTION SUPPLYEIN 84-0372823Plan #001PY 2017

3900 ULSTER ST. - DENVER, CO 80207303-355-2391LinkedIn11-50 employeeswholesale

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$284K

No prior year

Total participants

No prior year

Average account balance

$9,169

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7374

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$100 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.337%

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

$9,169

$78,707-88.3%

$117,861-92.2%

$70,126-86.9%

Participation rate

76.3%

73.2%+3.1pp

79.7%-3.3pp

69.5%+6.8pp

Annual return

0.00%

23.30%-23.3pp

335.11%-335.1pp

73.15%-73.1pp

Employer contribution / active EE

$2,029

$2,223-8.8%

$3,786-46.4%

$2,343-13.4%

Participant deferral / active EE

$3,708

$3,297+12.4%

$4,482-17.3%

$3,332+11.3%

Admin fee / account holder

$123

$5,066-97.6%

$8,021-98.5%

$4,645-97.4%

AIS INDUSTRIAL & CONSTRUCTION SUPPLY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIS INDUSTRIAL & CONSTRUCTION SUPPLY 401(K) 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