Retirement plan

EMPLOYEE BENEFIT PLAN OF ALASKA INTEGRATED SERVICES, LLC

Name: ALASKA INTEGRATED SERVICES, LLC - EMPLOYEE BENEFIT PLAN OF ALASKA INTEGRATED SERVICES, LLC (2019) Form 5500
Creator: ALASKA INTEGRATED SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ALASKA INTEGRATED SERVICES, LLC, ALASKA INTEGRATED SERVICES, LLC

ALASKA INTEGRATED SERVICES, LLCEIN 92-0176041Plan #001PY 2019

383 INDUSTRIAL WAY STE 100 - ANCHORAGE, AK 995013026907-375-6001akintegrated.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$517K

+48.6% from 2018

Total participants

-6.3% from 2018

Average account balance

$34,439

+58.6% from 2018

Annual return

28.89%

+39.50 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.04%

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 codes2F2G2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow employer contribution
Employer 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

$66K

$5100 / participant

Other / not subdivided$66K100.0%

% of EOY assets

12.834%

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

$34,439

$107,368-67.9%

$92,915-62.9%

$152,909-77.5%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

28.89%

145.64%-116.8pp

109.45%-80.6pp

345.46%-316.6pp

Employer contribution / active EE

$4,222-100.0%

$3,653-100.0%

$4,764-100.0%

Participant deferral / active EE

$10,377

$4,848+114.1%

$4,238+144.9%

$5,851+77.3%

Admin fee / account holder

$4,420

$7,082-37.6%

$5,796-23.7%

$11,601-61.9%

EMPLOYEE BENEFIT PLAN OF ALASKA INTEGRATED SERVICES, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ALASKA INTEGRATED SERVICES, LLC

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