Retirement plan

ALLEGRO INTERNATIONAL SERVICE INC. RETIREMENT PLAN

Name: ALLEGRO INTERNATIONAL SERVICE INC. - ALLEGRO INTERNATIONAL SERVICE INC. RETIREMENT PLAN (2017) Form 5500
Creator: ALLEGRO INTERNATIONAL SERVICE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEGRO INTERNATIONAL SERVICE INC. RETIREMENT PLAN, ALLEGRO INTERNATIONAL SERVICE INC.

ALLEGRO INTERNATIONAL SERVICE INC.EIN 95-4332711Plan #001PY 2017

19401 S. MAIN ST., SUITE 201 - GARDENA, CA 90248310-527-5588allegrousa.comLinkedIn1-10 employeesimport and export

Other plans on this EIN

1 filing

#002Retirement-$2.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+22.7% from 2016

Total participants

-13.3% from 2016

Average account balance

$105,497

+32.1% from 2016

Annual return

15.90%

+8.71 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$242K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11966

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

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$363 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.291%

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

$105,497

$91,037+15.9%

$71,671+47.2%

$147,586-28.5%

Participation rate

100.0%

76.1%+23.9pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

15.90%

20.48%-4.6pp

20.65%-4.7pp

578.59%-562.7pp

Employer contribution / active EE

$3,172

$3,327-4.7%

$2,460+28.9%

$4,876-35.0%

Participant deferral / active EE

$4,102

$4,498-8.8%

$3,438+19.3%

$5,439-24.6%

Admin fee / account holder

$307

$8,613-96.4%

$5,558-94.5%

$10,886-97.2%

ALLEGRO INTERNATIONAL SERVICE INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEGRO INTERNATIONAL SERVICE INC. RETIREMENT 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