Retirement plan

UNIPART SERVICES AMERICA INC. 401(K) PLAN FOR NON-UNION EMPLOYEES

Name: UNIPART SERVICES AMERICA INC. - UNIPART SERVICES AMERICA INC. 401(K) PLAN FOR NON-UNION EMPLOYEES (2016) Form 5500
Creator: UNIPART SERVICES AMERICA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIPART SERVICES AMERICA INC. 401(K) PLAN FOR NON-UNION EMPLOYEES, UNIPART SERVICES AMERICA INC.

UNIPART SERVICES AMERICA INC.EIN 22-3604361Plan #002PY 2016

85 CHESTNUT RIDGE ROAD - MONTVALE, NJ 07645201-802-3505LinkedIn51-200 employeespackage/freight delivery

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$4M

+41.3% from 2015

Total participants

137

+13.2% from 2015

Average account balance

$48,725

+27.5% from 2015

Annual return

15.90%

+15.53 pp from 2015

Benchmarks

See 120 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort120 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.50M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

111

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.

33.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$751K

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

+17.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10918

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 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$1,425

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$25 / participant

Investment mgmt$2K53.2%
Other / not subdivided$1K46.8%

% of EOY assets

0.076%

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: SAX LLP
Auditor EIN: 812950760
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,725

$36,694+32.8%

$40,145,923-99.9%

$55,167-11.7%

Participation rate

55.3%

57.2%-1.9pp

68.4%-13.1pp

69.0%-13.7pp

Annual return

15.90%

10.16%+5.7pp

5.24%+10.7pp

169.23%-153.3pp

Employer contribution / active EE

$2,286

$1,135+101.5%

$1,844+24.0%

$1,963+16.5%

Participant deferral / active EE

$3,962

$1,679+136.0%

$2,591+53.0%

$3,054+29.7%

Admin fee / account holder

$37

$175-78.8%

$2,903-98.7%

$504-92.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$1,425

UNIPART SERVICES AMERICA INC. 401(K) PLAN FOR NON-UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIPART SERVICES AMERICA INC. 401(K) PLAN FOR NON-UNION EMPLOYEES

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