Retirement plan

THE C. D. HARTNETT COMPANY EMPLOYEES PROFIT SHARING PLAN

Name: MCLANE EXPRESS, INC. - THE C. D. HARTNETT COMPANY EMPLOYEES PROFIT SHARING PLAN (2017) Form 5500
Creator: MCLANE EXPRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE C. D. HARTNETT COMPANY EMPLOYEES PROFIT SHARING PLAN, MCLANE EXPRESS, INC.

MCLANE EXPRESS, INC.dba DBA THE C. D. HARTNETT COMPANYEIN 20-1441131Plan #001PY 2017

302 NORTH MAIN STREET - WEATHERFORD, TX 76086817-594-3813

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$7.8M

+15.6% from 2016

Total participants

244

0.0% from 2016

Average account balance

$31,897

+15.6% from 2016

Annual return

14.91%

+4.73 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.63M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

171

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$276K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$317

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
LUTHER KING CAPITAL MANAGEMENT3+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102	Advisory (Plan)	$28,274
401K ADVISORS INC3+ years Filed as: 401K PLUS, INC. Service code 13 · EIN 75-1793879 5840 I-20 WEST · ARLINGTON, TX 760171069	Contract Administrator	$13,043
FROST BANK3+ years Filed as: FROST BANK, N.A. Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109	Recordkeeping	$11,391
WEAVER AND TIDWELL, LLP3+ years Filed as: WEAVER & TIDWELL, L.L.P Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107	Accounting	$10,500

Plan features & details

Pension benefit codes2E2J3D3H

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.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$63K

$408 / participant

Investment mgmt$28K44.7%
Contract admin$11K18.0%
Other / not subdivided$24K37.2%

% of EOY assets

0.812%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WEAVER & TIDWELL, L.L.P.
Auditor EIN: 750786316
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,897

$71,192-55.2%

$117,861-72.9%

$62,293-48.8%

Participation rate

100.0%

74.2%+25.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

14.91%

18.66%-3.7pp

335.11%-320.2pp

28.90%-14.0pp

Employer contribution / active EE

$1,935

$1,934+0.1%

$3,786-48.9%

$2,042-5.2%

Participant deferral / active EE

$555

$3,189-82.6%

$4,482-87.6%

$3,169-82.5%

Admin fee / account holder

$259

$587-55.9%

$8,021-96.8%

$479-46.0%

Provider

Service type

Compensation

LUTHER KING CAPITAL MANAGEMENT3+ years

Service code 27 · EIN 75-1630300

301 COMMERCE STREET · FORT WORTH, TX 76102

Advisory (Plan)

$28,274

401K ADVISORS INC3+ years

Filed as: 401K PLUS, INC.

Service code 13 · EIN 75-1793879

5840 I-20 WEST · ARLINGTON, TX 760171069

Contract Administrator

$13,043

FROST BANK3+ years

Filed as: FROST BANK, N.A.

Service code 15 · EIN 74-6036463

4200 SOUTH HULEN · FORT WORTH, TX 76109

Recordkeeping

$11,391

WEAVER AND TIDWELL, LLP3+ years

Filed as: WEAVER & TIDWELL, L.L.P

Service code 10 · EIN 75-0786316

2821 WEST 7TH STREET · FORT WORTH, TX 76107

Accounting

$10,500

THE C. D. HARTNETT COMPANY EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE C. D. HARTNETT COMPANY EMPLOYEES 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