Retirement plan

ST. ANN TRANSPORTATION, INC. 401(K)/PROFIT SHARING PLAN

Name: ST. ANN TRANSPORTATION, INC. - ST. ANN TRANSPORTATION, INC. 401(K)/PROFIT SHARING PLAN (2017) Form 5500
Creator: ST. ANN TRANSPORTATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. ANN TRANSPORTATION, INC. 401(K)/PROFIT SHARING PLAN, ST. ANN TRANSPORTATION, INC.

ST. ANN TRANSPORTATION, INC.EIN 14-1801257Plan #001PY 2017

2433 ROUTE 149 - FORT ANN, NY 12827518-747-7158stanngroup.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$438K

-0.7% from 2016

Total participants

0.0% from 2016

Average account balance

$24,326

+4.8% from 2016

Annual return

14.21%

+8.94 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

$504K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$209

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 codes2E2F2J3D

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).
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

$103K

$6451 / participant

Other / not subdivided$103K100.0%

% of EOY assets

23.572%

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

$24,326

$91,037-73.3%

$71,671-66.1%

$147,585-83.5%

Participation rate

93.8%

76.1%+17.6pp

68.7%+25.0pp

82.8%+10.9pp

Annual return

14.21%

20.48%-6.3pp

20.65%-6.4pp

578.57%-564.4pp

Employer contribution / active EE

$962

$3,327-71.1%

$2,460-60.9%

$4,876-80.3%

Participant deferral / active EE

$1,345

$4,498-70.1%

$3,438-60.9%

$5,439-75.3%

Admin fee / account holder

$5,734

$8,613-33.4%

$5,558+3.2%

$10,885-47.3%

ST. ANN TRANSPORTATION, INC. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. ANN TRANSPORTATION, INC. 401(K)/PROFIT SHARING 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