Retirement plan

AIRCRAFT SERVICES, 401(K) PLAN

Name: AIRCRAFT SERVICES LLC - AIRCRAFT SERVICES, 401(K) PLAN (2016) Form 5500
Creator: AIRCRAFT SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIRCRAFT SERVICES, 401(K) PLAN, AIRCRAFT SERVICES LLC

AIRCRAFT SERVICES LLCEIN 87-0635508Plan #001PY 2016

180 NORTH 2400 WEST, STE 106 - SALT LAKE CITY, UT 84116801-532-1115aircraftservicesllc.comLinkedIn1-10 employeesairlines/aviation

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$584K

No prior year

Total participants

No prior year

Average account balance

$72,992

No prior year

Annual return

8.46%

No prior year

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.68M

Not enough data

1 years with asset history on file

Average account balance

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

$260K

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.

105.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$448K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+17.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5659

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 codes2E2F2G2J

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.

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

$5K

$607 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.935%

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

$72,992

$83,337-12.4%

$67,834+7.6%

$273,972-73.4%

Participation rate

88.9%

76.4%+12.5pp

68.8%+20.1pp

83.0%+5.9pp

Annual return

8.46%

259.45%-251.0pp

138.47%-130.0pp

41.46%-33.0pp

Employer contribution / active EE

$6,624

$3,287+101.5%

$2,403+175.6%

$4,869+36.1%

Participant deferral / active EE

$7,248

$4,088+77.3%

$3,160+129.4%

$5,287+37.1%

Admin fee / account holder

$682

$6,752-89.9%

$4,622-85.2%

$10,133-93.3%

AIRCRAFT SERVICES, 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIRCRAFT SERVICES, 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