Retirement plan

EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

Name: EXHIBIT EXPRESS INC - EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: EXHIBIT EXPRESS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST, EXHIBIT EXPRESS INC

EXHIBIT EXPRESS INCEIN 04-2948503Plan #001PY 2015

155 WEST ST STE 2 - WILMINGTON, MA 018873064978-988-9100exhibitexpress.comLinkedIn1-10 employeeslogistics and supply chain

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$352K

No prior year

Total participants

No prior year

Average account balance

$39,095

No prior year

Annual return

2.98%

No prior year

Benchmarks

See 5,259 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort5,259 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+16.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1649

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 codes2E2G2J2T3D

Plan features

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

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$39,095

$75,935-48.5%

$60,547-35.4%

$125,389-68.8%

Participation rate

90.0%

76.5%+13.5pp

68.0%+22.0pp

83.2%+6.8pp

Annual return

2.98%

-5.38%+8.4pp

335.64%-332.7pp

282.24%-279.3pp

Employer contribution / active EE

$3,438-100.0%

$2,419-100.0%

$4,866-100.0%

Participant deferral / active EE

$3,343

$4,506-25.8%

$3,328+0.5%

$5,352-37.5%

Admin fee / account holder

$6,768-100.0%

$4,536-100.0%

$9,541-100.0%

EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion