Retirement plan

EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

Name: EXHIBIT EXPRESS INC - EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST (2018) 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 2018

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

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$472K

-10.4% from 2017

Total participants

+10.0% from 2017

Average account balance

$52,426

-10.4% from 2017

Annual return

-6.12%

-24.75 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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 codes2G2T3D2J2F2E

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.
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.
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

$56K

$5072 / participant

Other / not subdivided$56K100.0%

% of EOY assets

11.824%

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

$52,426

$85,790-38.9%

$67,313-22.1%

$135,380-61.3%

Participation rate

81.8%

76.5%+5.4pp

69.1%+12.7pp

82.6%-0.8pp

Annual return

-6.12%

-0.54%-5.6pp

-4.08%-2.0pp

519.81%-525.9pp

Employer contribution / active EE

$3,487-100.0%

$2,566-100.0%

$4,779-100.0%

Participant deferral / active EE

$3,011

$4,651-35.3%

$3,568-15.6%

$5,609-46.3%

Admin fee / account holder

$6,199

$6,392-3.0%

$4,507+37.5%

$10,828-42.8%

EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXHIBIT EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

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