Retirement plan

I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN

Name: BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K) - I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN (2015) Form 5500
Creator: BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN, BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)

BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)dba PLANEIN 95-3954078Plan #002PY 2015

1325 N GRAND AVE STE 200 - COVINA, CA 91724626-732-2151LinkedIn1001-5000 employeesrecreational facilities and services

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$215.3M

-4.9% from 2016

Total participants

4,632

-6.7% from 2016

Average account balance

$50,035

-0.5% from 2016

Annual return

-0.42%

-5.76 pp from 2016

Benchmarks

See 112 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort112 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$380.96M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

5,838

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.

66.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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 3 by compensation

Provider	Service type	Compensation
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 95-2504490	Contract Administrator	$146,212
GILBERT & SACKMAN1+ years Service code 29 · EIN 95-2906951	Legal	$81,949
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255	Accounting	$29,600

Plan features & details

Pension benefit codes2G2J

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.

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

$315K

$71 / participant

Contract admin$146K46.4%
Other / not subdivided$169K53.6%

% of EOY assets

0.146%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MILLER KAPLAN ARASE LLP
Auditor EIN: 952036255
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,035

$38,312+30.6%

$100,671-50.3%

$59,188-15.5%

Participation rate

92.5%

57.4%+35.1pp

70.7%+21.8pp

69.4%+23.1pp

Annual return

-0.42%

2.64%-3.1pp

20.43%-20.8pp

5.51%-5.9pp

Employer contribution / active EE

$797

$1,183-32.6%

$4,012-80.1%

$2,098-62.0%

Participant deferral / active EE

$1,446

$1,847-21.7%

$3,144-54.0%

$3,265-55.7%

Admin fee / account holder

$73

$68+8.0%

$4,850-98.5%

$92-20.6%

Provider

Service type

Compensation

ZENITH AMERICAN SOLUTIONS1+ years

Service code 13 · EIN 95-2504490

Contract Administrator

$146,212

GILBERT & SACKMAN1+ years

Service code 29 · EIN 95-2906951

Legal

$81,949

MILLER KAPLAN ARASE LLP1+ years

Service code 10 · EIN 95-2036255

Accounting

$29,600

I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I.A.T.S.E. LOCAL 33 SECTION 401(K) 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