Retirement plan

C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN

Name: C.R. LEVESQUE TRUCKING CORP. - C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN (2017) Form 5500
Creator: C.R. LEVESQUE TRUCKING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN, C.R. LEVESQUE TRUCKING CORP.

C.R. LEVESQUE TRUCKING CORP.EIN 04-3549288Plan #001PY 2017

144 PALMER ROAD - MONSON, MA 01057413-267-5200LinkedIn1-10 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+25.5% from 2016

Total participants

-16.7% from 2016

Average account balance

$84,835

+50.6% from 2016

Annual return

20.00%

+12.89 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

$3.08M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$282K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$356

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$66K

$6026 / participant

Other / not subdivided$66K100.0%

% of EOY assets

5.209%

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

$84,835

$91,037-6.8%

$71,671+18.4%

$147,586-42.5%

Participation rate

100.0%

76.1%+23.9pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

20.00%

20.48%-0.5pp

20.65%-0.6pp

578.59%-558.6pp

Employer contribution / active EE

$2,871

$3,327-13.7%

$2,460+16.7%

$4,876-41.1%

Participant deferral / active EE

$8,207

$4,498+82.5%

$3,438+138.7%

$5,439+50.9%

Admin fee / account holder

$4,419

$8,613-48.7%

$5,558-20.5%

$10,886-59.4%

C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.R. LEVESQUE TRUCKING CORP. 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