Retirement plan

PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN

Name: PACIFIC MARITIME ASSOCIATION - PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN (2018) Form 5500
Creator: PACIFIC MARITIME ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN, PACIFIC MARITIME ASSOCIATION

PACIFIC MARITIME ASSOCIATIONEIN 94-2914940Plan #333PY 2018

555 MARKET STREET, 3RD FLOOR - SAN FRANCISCO, CA 941052800415-576-3200pmanet.orgLinkedIn51-200 employeesmaritime

Other plans on this EIN

1 filing

#001Retirement-$26.4M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed February 15, 2008

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$53.2M

+13.4% from 2017

Total participants

272

+6.7% from 2017

Average account balance

$202,323

+7.3% from 2017

Annual return

14.68%

-2.78 pp from 2017

Benchmarks

See 1,072 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,072 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$96.70M

Not enough data

1 years with asset history on file

Average account balance

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

$390K

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.

248

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.

88.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.33M

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FRANK RIMERMAN & CO LLP3+ years Filed as: FRANK, RIMERMAN & CO. LLP Service code 16 · EIN 94-1341042 60 SOUTH MARKET STREET · SAN JOSE, CA 95113	Consulting	$4,535
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$125

Plan features & details

Pension benefit codes2G2J2K2T3D

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$34 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FRANK RIMERMAN & CO. LLP
Auditor EIN: 941341042
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$202,323

$42,396+377.2%

$67,313+200.6%

$56,289+259.4%

Participation rate

93.5%

61.0%+32.5pp

69.1%+24.4pp

69.9%+23.6pp

Annual return

14.68%

-36.63%+51.3pp

-4.08%+18.8pp

-9.96%+24.6pp

Employer contribution / active EE

$9,031

$1,414+538.9%

$2,566+252.0%

$2,111+327.8%

Participant deferral / active EE

$13,505

$2,360+472.3%

$3,568+278.5%

$3,350+303.1%

Admin fee / account holder

$18

$510-96.5%

$4,507-99.6%

$521-96.6%

Provider

Service type

Compensation

FRANK RIMERMAN & CO LLP3+ years

Filed as: FRANK, RIMERMAN & CO. LLP

Service code 16 · EIN 94-1341042

60 SOUTH MARKET STREET · SAN JOSE, CA 95113

Consulting

$4,535

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$125

PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN

Top hat statement on fileNQDC

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