Retirement plan

PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

Name: PACIFIC MARINE LOGISTICS, INC. - PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN (2017) Form 5500
Creator: PACIFIC MARINE LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN, PACIFIC MARINE LOGISTICS, INC.

PACIFIC MARINE LOGISTICS, INC.EIN 26-1475173Plan #001PY 2017

P.O. BOX 14580 - JACKSON, WY 830024580307-734-1445

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

-7.2% from 2016

Total participants

+14.3% from 2016

Average account balance

$153,789

-13.4% from 2016

Annual return

17.92%

+6.73 pp from 2016

Benchmarks

See 899 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort899 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.72M

Not enough data

1 years with asset history on file

Average account balance

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

$520K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+13.76%

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

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 codes2E2G2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$819K

$90969 / participant

Other / not subdivided$819K100.0%

% of EOY assets

35.491%

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

$153,789

$167,483-8.2%

$115,752+32.9%

$147,585+4.2%

Participation rate

88.9%

81.7%+7.2pp

77.8%+11.1pp

82.8%+6.1pp

Annual return

17.92%

12.11%+5.8pp

19.41%-1.5pp

578.58%-560.7pp

Employer contribution / active EE

$13,991

$4,960+182.1%

$3,492+300.6%

$4,876+186.9%

Participant deferral / active EE

$7,619

$7,037+8.3%

$5,204+46.4%

$5,439+40.1%

Admin fee / account holder

$54,581

$13,069+317.6%

$6,278+769.4%

$10,886+401.4%

PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS 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