Retirement plan

SCOUT 401(K) PLAN

Name: SCOUT LOGISTICS - SCOUT 401(K) PLAN (2019) Form 5500
Creator: SCOUT LOGISTICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOUT 401(K) PLAN, SCOUT LOGISTICS

SCOUT LOGISTICSEIN 26-0701549Plan #001PY 2019

9220 MARSHALL DRIVE - LENEXA, KS 66215913-573-1423

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+20.8% from 2018

Total participants

-20.3% from 2018

Average account balance

$19,120

+52.2% from 2018

Annual return

3.52%

-2.87 pp from 2018

Benchmarks

See 3,674 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,674 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-1.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 3 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES1 year Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 10 · EIN 20-1876798	Accounting	$5,591
FREESTATE ADVISORS LLC1 year Service code 17 · EIN 39-1099262	Pension Consulting	$5,565
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 96-6817943	Recordkeeping	$5,262

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$16K

$200 / participant

Investment mgmt$6K33.9%
Other / not subdivided$11K66.1%

% of EOY assets

1.115%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,120

$55,713-65.7%

$75,894-74.8%

$72,983-73.8%

Participation rate

74.4%

61.1%+13.3pp

69.3%+5.1pp

69.5%+4.9pp

Annual return

3.52%

27.60%-24.1pp

30.76%-27.2pp

81.01%-77.5pp

Employer contribution / active EE

$1,081

$1,687-35.9%

$2,501-56.8%

$2,440-55.7%

Participant deferral / active EE

$2,681

$2,634+1.8%

$3,603-25.6%

$3,608-25.7%

Admin fee / account holder

$213

$3,980-94.6%

$5,420-96.1%

$5,124-95.8%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: MHM RETIREMENT PLAN SOLUTIONS

Service code 10 · EIN 20-1876798

Accounting

$5,591

FREESTATE ADVISORS LLC1 year

Service code 17 · EIN 39-1099262

Pension Consulting

$5,565

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH AND MANAGEMENT CO

Service code 15 · EIN 96-6817943

Recordkeeping

$5,262

SCOUT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOUT 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