Retirement plan

EMPLOYEE BENEFIT PLAN OF ALASKA INTEGRATED SERVICES, LLC

Name: ALASKA INTEGRATED SERVICES, LLC - EMPLOYEE BENEFIT PLAN OF ALASKA INTEGRATED SERVICES, LLC (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$813K

+57.4% from 2019

Total participants

+13.3% from 2019

Average account balance

$50,827

+47.6% from 2019

Annual return

29.99%

+1.10 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

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

$36K

$2578 / participant

Other / not subdivided$36K100.0%

% of EOY assets

4.439%

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

$50,827

$115,814-56.1%

$101,275-49.8%

$158,982-68.0%

Participation rate

92.9%

79.4%+13.5pp

75.8%+17.0pp

82.0%+10.9pp

Annual return

29.99%

56.16%-26.2pp

46.48%-16.5pp

302.99%-273.0pp

Employer contribution / active EE

$2,206

$4,176-47.2%

$3,660-39.7%

$4,763-53.7%

Participant deferral / active EE

$10,490

$4,958+111.6%

$4,371+140.0%

$5,983+75.3%

Admin fee / account holder

$2,256

$7,249-68.9%

$5,948-62.1%

$11,252-79.9%

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