Retirement plan

XPO LOGISTICS, INC. 401(K) PLAN

Name: XPO LOGISTICS, INC. - XPO LOGISTICS, INC. 401(K) PLAN (2019) Form 5500
Creator: XPO LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, XPO LOGISTICS, INC. 401(K) PLAN, XPO LOGISTICS, INC.

XPO LOGISTICS, INC.EIN 03-0450326Plan #001PY 2019

PO BOX 3680 - PORTLAND, OR 97208800-233-0600LinkedIn1-10 employees

Prospect flagsLow participationLow assets / participant

Top hat statement on fileNQDC

Filed March 1, 2006 (most recent of 2 filings on file)

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)

$669.7M

+33.1% from 2018

Total participants

41,296

-3.5% from 2018

Average account balance

$29,607

+35.6% from 2018

Annual return

25.77%

+29.65 pp from 2018

Benchmarks

See 46 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants>=10,000

Cohort46 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$715.32M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

15,228

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.

64.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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 5 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$1,097,017
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC Service code 16 600 MONTGOMERY ST · SAN FRANCISCO, CA 94111	Consulting	$90,278
KBF CPAS LLP1 year Filed as: KBF CPA'S LLP Service code 10 111 SW 5TH AVE · PORTLAND, OR 97204	Accounting	$23,581
HAGER STRATEGIC1 year Service code 16 1320 19TH STREET NW · WASHINGTON, DC 20036	Consulting	$9,524
QDRO CONSULTANTS COMPANY, LLC1 year Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256	Consulting	$5,400

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$34 / participant

Other / not subdivided$1M100.0%

% of EOY assets

0.183%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KBF CPAS LLP
Auditor EIN: 821030164
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,607

$106,734-72.3%

$75,886-61.0%

$89,569-66.9%

Participation rate

48.6%

65.6%-17.0pp

69.3%-20.7pp

69.6%-21.0pp

Annual return

25.77%

24.20%+1.6pp

30.76%-5.0pp

34.56%-8.8pp

Employer contribution / active EE

$970

$3,939-75.4%

$2,500-61.2%

$2,584-62.4%

Participant deferral / active EE

$1,927

$3,965-51.4%

$3,603-46.5%

$4,220-54.3%

Admin fee / account holder

$54

$80-32.3%

$5,418-99.0%

$72-24.3%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3 years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$1,097,017

CALLAN LLC1 year

Filed as: CALLAN ASSOCIATES INC

Service code 16

600 MONTGOMERY ST · SAN FRANCISCO, CA 94111

Consulting

$90,278

KBF CPAS LLP1 year

Filed as: KBF CPA'S LLP

Service code 10

111 SW 5TH AVE · PORTLAND, OR 97204

Accounting

$23,581

HAGER STRATEGIC1 year

Service code 16

1320 19TH STREET NW · WASHINGTON, DC 20036

Consulting

$9,524

QDRO CONSULTANTS COMPANY, LLC1 year

Filed as: QDRO CONSULTANTS

Service code 16

3071 PEARL ROAD · MEDINA, OH 44256

Consulting

$5,400

XPO LOGISTICS, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

XPO LOGISTICS, INC. 401(K) 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