Retirement plan

THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASK

Name: PLUMBERS & PIPEFITTERS OF SOUT - THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASK (2016) Form 5500
Creator: PLUMBERS & PIPEFITTERS OF SOUT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASK, PLUMBERS & PIPEFITTERS OF SOUT

PLUMBERS & PIPEFITTERS OF SOUTEIN 92-0079204Plan #001PY 2016

1751 ANKA STREET - JUNEAU, AK 99801907-586-2874

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$17.9M

No prior year

Total participants

138

No prior year

Average account balance

$149,132

No prior year

Annual return

7.56%

No prior year

Benchmarks

See 2,382 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,382 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.63M

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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.

130

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.

79.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$747K

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

+20.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1389

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 7 by compensation

Provider	Service type	Compensation
PLUMBERS & PIPEFITTERS OF SOUT1+ years Filed as: PLUMBERS & PIPEFITTERS Service code 13 · EIN 92-0079204	Contract Administrator	$30,624
PLUMBERS & PIPEFITTERS OF SOUT1+ years Filed as: PLUMBERS & PIPEFITTERS OF Service code 13 · EIN 92-0079204	Contract Administrator	$24,720
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 27 · EIN 20-3431077	Advisory (Plan)	$18,346
PLUMBERS & PIPEFITTERS OF SOUT1+ years Filed as: PLUMBERS & PIPEFITTERS OF SE ALASKA Service code 13 · EIN 92-0079204	Contract Administrator	$12,048
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 50 · EIN 20-3431077	Direct Payment	$6,600
PLUMBERS & PIPEFITTERS OF SOUT1+ years Filed as: PLUMBERS AND PIPPEFITTERS OF Service code 13 · EIN 92-0079204	Contract Administrator	$6,144
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$520

Plan features & details

Pension benefit codes2E2F2G2T

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.
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

2 tripped

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

$94K

$685 / participant

Investment mgmt$8K8.4%
Contract admin$31K33.0%
Other / not subdivided$55K58.6%

% of EOY assets

0.528%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ANASTASIA MOORE MARTIN
Auditor EIN: 208149084
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$149,132

$52,884+182.0%

$84,753+76.0%

$55,167+170.3%

Participation rate

87.0%

67.5%+19.4pp

76.6%+10.4pp

69.0%+18.0pp

Annual return

7.56%

18.03%-10.5pp

22.78%-15.2pp

169.23%-161.7pp

Employer contribution / active EE

$7,360

$2,233+229.5%

$3,574+105.9%

$1,963+275.0%

Participant deferral / active EE

$2,644-100.0%

$3,712-100.0%

$3,054-100.0%

Admin fee / account holder

$787

$581+35.6%

$5,333-85.2%

$504+56.2%

Provider

Service type

Compensation

PLUMBERS & PIPEFITTERS OF SOUT1+ years

Filed as: PLUMBERS & PIPEFITTERS

Service code 13 · EIN 92-0079204

Contract Administrator

$30,624

PLUMBERS & PIPEFITTERS OF SOUT1+ years

Filed as: PLUMBERS & PIPEFITTERS OF

Service code 13 · EIN 92-0079204

Contract Administrator

$24,720

PACIFIC PORTFOLIO CONSULTING1+ years

Filed as: PACIFIC PORTFOLIO CONSULTING, LLC

Service code 27 · EIN 20-3431077

Advisory (Plan)

$18,346

PLUMBERS & PIPEFITTERS OF SOUT1+ years

Filed as: PLUMBERS & PIPEFITTERS OF SE ALASKA

Service code 13 · EIN 92-0079204

Contract Administrator

$12,048

PACIFIC PORTFOLIO CONSULTING1+ years

Filed as: PACIFIC PORTFOLIO CONSULTING LLC

Service code 50 · EIN 20-3431077

Direct Payment

$6,600

PLUMBERS & PIPEFITTERS OF SOUT1+ years

Filed as: PLUMBERS AND PIPPEFITTERS OF

Service code 13 · EIN 92-0079204

Contract Administrator

$6,144

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$520

THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASK

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