Retirement plan

EBERSOLE DEDICATED SERVICES, INCORPORATED 401(K) PLAN

Name: EBERSOLE DEDICATED SERVICES, INCORPORATED - EBERSOLE DEDICATED SERVICES, INCORPORATED 401(K) PLAN (2018) Form 5500
Creator: EBERSOLE DEDICATED SERVICES, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EBERSOLE DEDICATED SERVICES, INCORPORATED 401(K) PLAN, EBERSOLE DEDICATED SERVICES, INCORPORATED

EBERSOLE DEDICATED SERVICES, INCORPORATEDEIN 23-3093915Plan #001PY 2018

710 W. MAIN STREET - NEW HOLLAND, PA 175579328717-355-9388ebersolededicatedservices.comLinkedIn1-10 employees

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$197K

+37.0% from 2017

Total participants

+11.1% from 2017

Average account balance

$24,660

+19.9% from 2017

Annual return

-12.41%

-35.57 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20255

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

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

$2K

$344 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.046%

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

$24,660

$85,790-71.3%

$67,313-63.4%

$135,382-81.8%

Participation rate

66.7%

76.5%-9.8pp

69.1%-2.4pp

82.6%-16.0pp

Annual return

-12.41%

-0.54%-11.9pp

-4.08%-8.3pp

519.77%-532.2pp

Employer contribution / active EE

$4,493

$3,487+28.8%

$2,566+75.1%

$4,779-6.0%

Participant deferral / active EE

$7,371

$4,651+58.5%

$3,568+106.6%

$5,609+31.4%

Admin fee / account holder

$258

$6,392-96.0%

$4,507-94.3%

$10,829-97.6%

EBERSOLE DEDICATED SERVICES, INCORPORATED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EBERSOLE DEDICATED SERVICES, INCORPORATED 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