Retirement plan

REINAUER TRANSPORTATION COMPANIES, LLC RETIREMENT AND INVESTMENT PLAN #3

Name: REINAUER TRANSPORTATION COMPANIES, LLC - REINAUER TRANSPORTATION COMPANIES, LLC RETIREMENT AND INVESTMENT PLAN #3 (2021) Form 5500
Creator: REINAUER TRANSPORTATION COMPANIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REINAUER TRANSPORTATION COMPANIES, LLC RETIREMENT AND INVESTMENT PLAN #3, REINAUER TRANSPORTATION COMPANIES, LLC

REINAUER TRANSPORTATION COMPANIES, LLCEIN 13-3694366Plan #003PY 2021

1983 RICHMOND TERRACE - STATEN ISLAND, NY 10302718-816-8167reinauer.comLinkedIn501-1000 employeesmaritime

Other plans on this EIN

3 filings

#002Retirement-$69.0M assets #001Retirement-$4.7M assets #005Retirement-$4.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$68M

+9.1% from 2020

Total participants

484

+11.0% from 2020

Average account balance

$147,214

+0.3% from 2020

Annual return

13.20%

-2.69 pp from 2020

Benchmarks

See 632 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort632 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$74.64M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

468

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 37-6572947	Accounting	$40,641
FORVIS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550	Accounting	$20,000
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Service code 37 · EIN 04-2647786	Loan Processing	$6,405
THE ANGELL PENSION GROUP, INC.1 year Service code 16 · EIN 04-2530412	Consulting	$2,250

Plan features & details

Pension benefit codes2J2T3D3H2E2F2G

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$8100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAZARS USA LLP
Auditor EIN: 131459550
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$147,214

$58,347+152.3%

$85,705+71.8%

$86,821+69.6%

Participation rate

93.0%

64.9%+28.1pp

69.9%+23.1pp

72.3%+20.7pp

Annual return

13.20%

18.43%-5.2pp

21.49%-8.3pp

97.94%-84.7pp

Employer contribution / active EE

$6,996

$1,751+299.6%

$2,619+167.1%

$2,406+190.8%

Participant deferral / active EE

$8,439

$3,065+175.3%

$3,924+115.1%

$4,132+104.2%

Admin fee / account holder

$147-100.0%

$6,877-100.0%

$170-100.0%

Provider

Service type

Compensation

AMERICAN FUNDS1 year

Filed as: NEWPORT CAPITAL GROUP

Service code 10 · EIN 37-6572947

Accounting

$40,641

FORVIS, LLP5 years

Filed as: MAZARS USA LLP

Service code 10 · EIN 13-1459550

Accounting

$20,000

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Service code 37 · EIN 04-2647786

Loan Processing

$6,405

THE ANGELL PENSION GROUP, INC.1 year

Service code 16 · EIN 04-2530412

Consulting

$2,250

REINAUER TRANSPORTATION COMPANIES, LLC RETIREMENT AND INVESTMENT PLAN #3

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REINAUER TRANSPORTATION COMPANIES, LLC RETIREMENT AND INVESTMENT PLAN #3

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