Retirement plan

U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: U.S. POLE COMPANY, INC. - U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: U.S. POLE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN, U.S. POLE COMPANY, INC.

U.S. POLE COMPANY, INC.EIN 95-3939062Plan #003PY 2016

660 WEST AVENUE O - PALMDALE, CA 93551661-233-2000LinkedIn1-10 employeesairlines/aviation

Other plans on this EIN

1 filing

#001Retirement-$3.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.2M

No prior year

Total participants

165

No prior year

Average account balance

$43,462

No prior year

Annual return

52.25%

No prior year

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

211

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$907K

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

-54.52%

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

1 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 codes2I2P3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$150

$1 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.002%

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: FARBER HASS HURLEY LLP
Auditor EIN: 204207759
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,462

$43,423+0.1%

$78,676-44.8%

$55,167-21.2%

Participation rate

100.0%

68.0%+32.0pp

73.6%+26.4pp

69.0%+31.0pp

Annual return

52.25%

11.53%+40.7pp

62.19%-9.9pp

169.23%-117.0pp

Employer contribution / active EE

$11,543

$1,997+478.1%

$2,850+305.0%

$1,963+488.2%

Participant deferral / active EE

$2,509-100.0%

$3,517-100.0%

$3,054-100.0%

Admin fee / account holder

$416-99.8%

$4,510-100.0%

$504-99.8%

U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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