Retirement plan

LOGZONE INC 401(K) PROFIT SHARING PLAN & TRUST

Name: LOGZONE INC - LOGZONE INC 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: LOGZONE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOGZONE INC 401(K) PROFIT SHARING PLAN & TRUST, LOGZONE INC

LOGZONE INCEIN 20-8654136Plan #001PY 2019

4845 UNIVERSITY SQUARE, SUITE 5 - HUNTSVILLE, AL 35816256-964-7000logzoneinc.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+28.7% from 2018

Total participants

128

-19.0% from 2018

Average account balance

$15,721

+50.3% from 2018

Annual return

21.38%

+33.40 pp from 2018

Benchmarks

See 1,045 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,045 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$802K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

78.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

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

+13.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5261

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 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY2 years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290	Contract Administrator	$21,249
CAMBRIDGE INVESTMENT RESEARCH1 year Filed as: CAMBRIDGE MINVESTMENT RESEARCH ADVI Service code 27	Advisory (Plan)	$6,371
AVINTUS2 years Filed as: AVINTUS LLC Service code 13 · EIN 04-3682160	Contract Administrator	$5,476
CAMBRIDGE INVESTMENT RESEARCH1 year Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$16K

$134 / participant

Contract admin$16K100.0%

% of EOY assets

1.073%

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: ANGLIN REICHMANN ARMSTRONG, P.C.
Auditor EIN: 631262841
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,721

$38,365-59.0%

$84,628-81.4%

$65,185-75.9%

Participation rate

72.5%

55.7%+16.8pp

68.2%+4.3pp

70.2%+2.3pp

Annual return

21.38%

32.00%-10.6pp

258.80%-237.4pp

29.38%-8.0pp

Employer contribution / active EE

$2,599

$1,258+106.5%

$2,653-2.0%

$2,177+19.4%

Participant deferral / active EE

$1,279

$2,278-43.9%

$3,900-67.2%

$3,514-63.6%

Admin fee / account holder

$169

$451-62.6%

$4,914-96.6%

$847-80.1%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY2 years

Filed as: PRINCIPAL LIFE INSURANCE CO

Service code 13 · EIN 42-0127290

Contract Administrator

$21,249

CAMBRIDGE INVESTMENT RESEARCH1 year

Filed as: CAMBRIDGE MINVESTMENT RESEARCH ADVI

Service code 27

Advisory (Plan)

$6,371

AVINTUS2 years

Filed as: AVINTUS LLC

Service code 13 · EIN 04-3682160

Contract Administrator

$5,476

CAMBRIDGE INVESTMENT RESEARCH1 year

Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS

Service code 27 · EIN 42-1445429

Advisory (Plan)

LOGZONE INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOGZONE INC 401(K) PROFIT SHARING PLAN & TRUST

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