Retirement plan

STG LOGISTICS UNION RETIREMENT PLAN

Name: STG LOGISTICS, INC. - STG LOGISTICS UNION RETIREMENT PLAN (2022) Form 5500
Creator: STG LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STG LOGISTICS UNION RETIREMENT PLAN, STG LOGISTICS, INC.

STG LOGISTICS, INC.EIN 22-2607954Plan #002PY 2022

951 THORNDALE AVE - BENSENVILLE, IL 60106716-860-1966stgusa.comLinkedIn1001-5000 employeeslogistics and supply chain

Other plans on this EIN

1 filing

#001Retirement-$40.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-12.3% from 2021

Total participants

-29.4% from 2021

Average account balance

$29,458

+21.6% from 2021

Annual return

-15.99%

-25.55 pp from 2021

Benchmarks

See 1,021 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,021 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

91.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$221K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2862

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$101K

$2408 / participant

Other / not subdivided$101K100.0%

% of EOY assets

7.801%

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

$29,458

$25,979+13.4%

$71,755-58.9%

$68,486-57.0%

Participation rate

90.5%

54.5%+36.0pp

62.3%+28.1pp

67.9%+22.6pp

Annual return

-15.99%

-15.10%-0.9pp

9.09%-25.1pp

-7.85%-8.1pp

Employer contribution / active EE

$720

$900-20.1%

$1,704-57.8%

$2,597-72.3%

Participant deferral / active EE

$2,202

$1,522+44.6%

$2,656-17.1%

$4,028-45.3%

Admin fee / account holder

$2,298

$2,022+13.7%

$3,972-42.1%

$5,404-57.5%

STG LOGISTICS UNION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STG LOGISTICS UNION RETIREMENT 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