Retirement plan

RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.

Name: LABORERS FUNDS ADMIN OFFICE OF NOR CAL - RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. (2017) Form 5500
Creator: LABORERS FUNDS ADMIN OFFICE OF NOR CAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC., LABORERS FUNDS ADMIN OFFICE OF NOR CAL

LABORERS FUNDS ADMIN OFFICE OF NOR CALEIN 94-1563547Plan #001PY 2017

220 CAMPUS LANE - FAIRFIELD, CA 945351498707-864-2800LinkedIn51-200 employeesmanagement consulting

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$20.5M

+10.2% from 2016

Total participants

+8.8% from 2016

Average account balance

No prior year

Annual return

12.22%

+10.25 pp from 2016

Benchmarks

See 44 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined benefit

Participants25-99

Cohort44 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.17M

Not enough data

1 years with asset history on file

Average account balance

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

$308K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+15.02%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$41530 / participant

Other / not subdivided$1M100.0%

% of EOY assets

6.883%

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

$46,757-100.0%

$186,737-100.0%

$46,757-100.0%

Participation rate

0.0%

11.3%-11.3pp

31.3%-31.3pp

11.3%-11.3pp

Annual return

12.22%

8.16%+4.1pp

7.90%+4.3pp

10.41%+1.8pp

Employer contribution / active EE

$31,011

$15,780+96.5%

$41,695-25.6%

$14,691+111.1%

Participant deferral / active EE

$53-100.0%

$47-100.0%

$58-100.0%

Admin fee / account holder

$2,646-100.0%

$811-100.0%

$2,646-100.0%

RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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