Retirement plan

TRUEBLUE, INC. 401(K) PLAN

Name: TRUEBLUE, INC. - TRUEBLUE, INC. 401(K) PLAN (2018) Form 5500
Creator: TRUEBLUE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUEBLUE, INC. 401(K) PLAN, TRUEBLUE, INC.

TRUEBLUE, INC.EIN 91-1287341Plan #001PY 2018

1015 A STREET - TACOMA, WA 98402253-680-8522

Other plans on this EIN

1 filing

#002Retirement-$172K assets

Prospect flagsLow participationFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed October 18, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$71.9M

-5.6% from 2017

Total participants

4,630

-17.7% from 2017

Average account balance

$28,834

-9.9% from 2017

Annual return

-3.42%

-22.47 pp from 2017

Benchmarks

See 286 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort286 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$95.57M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

2,366

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.

23.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.69M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$60,103
CBIZ RETIREMENT PLAN SERVICES3 years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 16 PO BOX 643792 · CINCINNATI, OH 45226	Consulting	$14,425
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081	Advisory (Plan)	$12,008
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,501
QDRO CONSULTANTS COMPANY, LLC1 year Service code 16 3071 PEARL ROAD · MEDINA, OH 44256	Consulting	$300
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$294K

$72 / participant

Investment mgmt$30K10.1%
Contract admin$177K60.2%
Other / not subdivided$87K29.7%

% of EOY assets

0.409%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,834

$34,242-15.8%

$76,518-62.3%

$75,289-61.7%

Participation rate

47.5%

43.9%+3.6pp

68.0%-20.5pp

72.4%-24.9pp

Annual return

-3.42%

-0.98%-2.4pp

-0.27%-3.1pp

-0.04%-3.4pp

Employer contribution / active EE

$347

$975-64.4%

$2,647-86.9%

$2,405-85.6%

Participant deferral / active EE

$1,544

$1,872-17.5%

$3,836-59.7%

$3,739-58.7%

Admin fee / account holder

$118

$112+5.5%

$4,849-97.6%

$102+15.4%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$60,103

CBIZ RETIREMENT PLAN SERVICES3 years

Filed as: CBIZ FINANCIAL SOLUTIONS INC

Service code 16

PO BOX 643792 · CINCINNATI, OH 45226

Consulting

$14,425

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO ADVISORS LLC

Service code 27

401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081

Advisory (Plan)

$12,008

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,501

QDRO CONSULTANTS COMPANY, LLC1 year

Service code 16

3071 PEARL ROAD · MEDINA, OH 44256

Consulting

$300

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT-WEST LIFE & ANNUITY INS CO

Service code 15

Recordkeeping

TRUEBLUE, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUEBLUE, INC. 401(K) PLAN

Top hat statement on fileNQDC

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