Retirement plan

PIPE TRADES DISTRICT COUNCIL 36 DEFINED CONTRIBUTION PLAN

Name: BOARD OF TRUSTEES - PIPE TRADES DISTRICT COUNCIL 36 DCP - PIPE TRADES DISTRICT COUNCIL 36 DEFINED CONTRIBUTION PLAN (2019) Form 5500
Creator: BOARD OF TRUSTEES - PIPE TRADES DISTRICT COUNCIL 36 DCP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIPE TRADES DISTRICT COUNCIL 36 DEFINED CONTRIBUTION PLAN, BOARD OF TRUSTEES - PIPE TRADES DISTRICT COUNCIL 36 DCP

BOARD OF TRUSTEES - PIPE TRADES DISTRICT COUNCIL 36 DCPEIN 94-6082956Plan #002PY 2019

1600 HARBOR BAY PKWY, STE 200 - ALAMEDA, CA 945023035415-546-7800

Other plans on this EIN

1 filing

#001Retirement-$269.8M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$100.9M

-6.7% from 2016

Total participants

2,362

-1.9% from 2016

Average account balance

$42,724

-100.0% from 2016

Annual return

16.85%

-7.38 pp from 2016

Benchmarks

See 440 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort440 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$152.25M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

2,084

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$199

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

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
KAUFMANN & GOBLE5+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST STE 1550 · SAN JOSE, CA 95113	Actuarial	$212,814
MATRIX TRUST COMPANY5+ years Service code 28 · EIN 75-3182674	Investment Management	$83,203
ZENITH AMERICAN SOLUTIONS2 years Service code 13 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502	Contract Administrator	$53,898
CT PIPE TRADES BENEFIT FUNDS ADMIN2 years Filed as: PIPE TRADE DC #36 PENSION TRUST Service code 14 · EIN 94-6082956	Plan Administrator	$31,703
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289	Accounting	$15,526

Plan features & details

Pension benefit codes2E2J2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$416K

$348 / participant

Investment mgmt$83K20.0%
Contract admin$54K13.0%
Other / not subdivided$279K67.1%

% of EOY assets

0.412%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,724

$66,051-35.3%

$92,916-54.0%

$77,775-45.1%

Participation rate

100.0%

81.0%+19.0pp

76.0%+24.0pp

73.2%+26.8pp

Annual return

16.85%

20.69%-3.8pp

109.45%-92.6pp

32.58%-15.7pp

Employer contribution / active EE

$4,169

$3,426+21.7%

$3,654+14.1%

$2,504+66.5%

Participant deferral / active EE

$1,848

$3,013-38.7%

$4,238-56.4%

$3,966-53.4%

Admin fee / account holder

$176

$148+19.2%

$5,796-97.0%

$100+76.1%

Provider

Service type

Compensation

KAUFMANN & GOBLE5+ years

Service code 11 · EIN 94-2614826

160 WEST SANTA CLARA ST STE 1550 · SAN JOSE, CA 95113

Actuarial

$212,814

MATRIX TRUST COMPANY5+ years

Service code 28 · EIN 75-3182674

Investment Management

$83,203

ZENITH AMERICAN SOLUTIONS2 years

Service code 13

1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502

Contract Administrator

$53,898

CT PIPE TRADES BENEFIT FUNDS ADMIN2 years

Filed as: PIPE TRADE DC #36 PENSION TRUST

Service code 14 · EIN 94-6082956

Plan Administrator

$31,703

EIDE BAILLY LLP2 years

Filed as: VAVRINEK, TRINE, DAY & CO., LLP

Service code 10 · EIN 95-2648289

Accounting

$15,526

PIPE TRADES DISTRICT COUNCIL 36 DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIPE TRADES DISTRICT COUNCIL 36 DEFINED CONTRIBUTION 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