Retirement plan

AMERICAN LOGISTICS & AFFILIATES 401(K) PLAN

Name: AMERICAN LOGISTICS COMPANY, LLC - AMERICAN LOGISTICS & AFFILIATES 401(K) PLAN (2018) Form 5500
Creator: AMERICAN LOGISTICS COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN LOGISTICS & AFFILIATES 401(K) PLAN, AMERICAN LOGISTICS COMPANY, LLC

AMERICAN LOGISTICS COMPANY, LLCEIN 20-4583766Plan #001PY 2018

1492 S SILICON WAY STE B - SAINT GEORGE, UT 847707156866-999-3371

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$1.6M

+50.2% from 2017

Total participants

146

+5.0% from 2017

Average account balance

$17,694

+2.9% from 2017

Annual return

-8.98%

-28.91 pp from 2017

Benchmarks

See 1,072 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,072 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.70M

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.

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.

40.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$606K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7796

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

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1 year Service code 13 · EIN 42-0127290	Contract Administrator	$9,079
SAN DIEGO ASSOCIATES INC1 year Service code 49 · EIN 33-0170749	Other Services	$3,529

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$67 / participant

Contract admin$9K100.0%

% of EOY assets

0.558%

all-in expense ratio

Categories reported

1 / 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: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,694

$42,396-58.3%

$67,313-73.7%

$56,287-68.6%

Participation rate

60.3%

61.0%-0.7pp

69.1%-8.8pp

69.9%-9.6pp

Annual return

-8.98%

-36.63%+27.6pp

-4.08%-4.9pp

-9.96%+1.0pp

Employer contribution / active EE

$1,768

$1,414+25.1%

$2,566-31.1%

$2,111-16.2%

Participant deferral / active EE

$2,962

$2,360+25.6%

$3,568-17.0%

$3,350-11.6%

Admin fee / account holder

$99

$510-80.6%

$4,507-97.8%

$521-81.1%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 42-0127290

Contract Administrator

$9,079

SAN DIEGO ASSOCIATES INC1 year

Service code 49 · EIN 33-0170749

Other Services

$3,529

AMERICAN LOGISTICS & AFFILIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN LOGISTICS & AFFILIATES 401(K) 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