Retirement plan

PORT ALLIANCE LOGISTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Name: PORT ALLIANCE LOGISTICS INTERNATIONAL, INC. - PORT ALLIANCE LOGISTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: PORT ALLIANCE LOGISTICS INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PORT ALLIANCE LOGISTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN, PORT ALLIANCE LOGISTICS INTERNATIONAL, INC.

PORT ALLIANCE LOGISTICS INTERNATIONAL, INC.EIN 20-0472390Plan #002PY 2016

12029 MOTT STREET - ARLINGTON, TN 38002888-853-1357

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$178K

+34.9% from 2015

Total participants

+46.2% from 2015

Average account balance

$19,760

+34.9% from 2015

Annual return

7.28%

+11.24 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$143

$8 / participant

Other / not subdivided$143100.0%

% of EOY assets

0.080%

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

$19,760

$83,337-76.3%

$67,834-70.9%

$273,972-92.8%

Participation rate

41.2%

76.4%-35.3pp

68.8%-27.6pp

83.0%-41.8pp

Annual return

7.28%

259.45%-252.2pp

138.47%-131.2pp

41.46%-34.2pp

Employer contribution / active EE

$3,287-100.0%

$2,403-100.0%

$4,869-100.0%

Participant deferral / active EE

$2,142

$4,088-47.6%

$3,160-32.2%

$5,287-59.5%

Admin fee / account holder

$16

$6,752-99.8%

$4,622-99.7%

$10,133-99.8%

PORT ALLIANCE LOGISTICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PORT ALLIANCE LOGISTICS INTERNATIONAL, 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