Retirement plan

TRANSPORTATION MANAGEMENT SERVICES PROFIT SHARING PLAN

Name: TRANSPORTATION MANAGEMENT SERVIC - TRANSPORTATION MANAGEMENT SERVICES PROFIT SHARING PLAN (2018) Form 5500
Creator: TRANSPORTATION MANAGEMENT SERVIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRANSPORTATION MANAGEMENT SERVICES PROFIT SHARING PLAN, TRANSPORTATION MANAGEMENT SERVIC

TRANSPORTATION MANAGEMENT SERVICEIN 20-0579676Plan #001PY 2018

17810 MEETING HOUSE RD, SUITE 200 - SANDY SPRING, MD 20860301-260-2070

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$239K

No prior year

Total participants

+73.1% from 2017

Average account balance

$5,981

No prior year

Annual return

0.00%

0.00 pp from 2017

Benchmarks

See 3,617 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,617 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.05M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

80.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$473K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+21.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4986

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 codes2E2F2G2J2T3D

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$44 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.782%

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

$5,981

$49,280-87.9%

$67,313-91.1%

$64,181-90.7%

Participation rate

88.4%

60.8%+27.6pp

69.1%+19.3pp

69.6%+18.8pp

Annual return

0.00%

-1.39%+1.4pp

-4.08%+4.1pp

7.63%-7.6pp

Employer contribution / active EE

$2,338

$1,668+40.1%

$2,566-8.9%

$2,381-1.8%

Participant deferral / active EE

$3,764

$2,484+51.5%

$3,568+5.5%

$3,470+8.5%

Admin fee / account holder

$47

$3,863-98.8%

$4,507-99.0%

$4,887-99.0%

TRANSPORTATION MANAGEMENT SERVICES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRANSPORTATION MANAGEMENT SERVICES 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