Retirement plan

SAN FRANCISCO BAR PILOTS' RETIREMENT PLAN

Name: SAN FRANCISCO BAR PILOTS - SAN FRANCISCO BAR PILOTS' RETIREMENT PLAN (2017) Form 5500
Creator: SAN FRANCISCO BAR PILOTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN FRANCISCO BAR PILOTS' RETIREMENT PLAN, SAN FRANCISCO BAR PILOTS

SAN FRANCISCO BAR PILOTSEIN 94-0834740Plan #001PY 2017

PIER 9 EAST END - SAN FRANCISCO, CA 94111415-362-5436sfbarpilots.comLinkedIn51-200 employeesmaritime

Other plans on this EIN

2 filings

#005Retirement-$7.5M assets #002Retirement-$3.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$64.2M

+12.8% from 2016

Total participants

0.0% from 2016

Average account balance

$754,759

+14.1% from 2016

Annual return

13.08%

+5.90 pp from 2016

Benchmarks

See 3,497 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,497 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$64.84M

Not enough data

1 years with asset history on file

Average account balance

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

$831K

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.

121.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

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

+11.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$97810

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 codes2E2F2G2J2R2T3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.5M

$46282 / participant

Other / not subdivided$4M100.0%

% of EOY assets

5.483%

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

$754,759

$52,580+1335.5%

$71,671+953.1%

$70,126+976.3%

Participation rate

86.8%

60.9%+26.0pp

68.7%+18.1pp

69.5%+17.3pp

Annual return

13.08%

20.25%-7.2pp

20.65%-7.6pp

73.15%-60.1pp

Employer contribution / active EE

$29,852

$1,616+1747.5%

$2,460+1113.6%

$2,343+1174.3%

Participant deferral / active EE

$13,292

$2,386+457.1%

$3,438+286.6%

$3,332+298.9%

Admin fee / account holder

$41,382

$3,653+1032.9%

$5,558+644.5%

$4,645+790.8%

SAN FRANCISCO BAR PILOTS' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN FRANCISCO BAR PILOTS' RETIREMENT 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