Retirement plan

WAREHOUSING OF EVANSVILLE 401 K PROFIT SHARING PLAN TRUST

Name: WAREHOUSING OF EVANSVILLE - WAREHOUSING OF EVANSVILLE 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: WAREHOUSING OF EVANSVILLE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAREHOUSING OF EVANSVILLE 401 K PROFIT SHARING PLAN TRUST, WAREHOUSING OF EVANSVILLE

WAREHOUSING OF EVANSVILLEEIN 27-3827525Plan #001PY 2017

PO BOX 1285 - EVANSVILLE, IN 47706812-423-7861LinkedIn11-50 employeespackage/freight delivery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$444K

+10.9% from 2016

Total participants

-8.7% from 2016

Average account balance

$21,126

+21.5% from 2016

Annual return

14.92%

+8.01 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort945 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

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.

170.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$895

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 codes2E2F2G2J2T3D3H

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.
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

$52K

$3031 / participant

Other / not subdivided$52K100.0%

% of EOY assets

11.614%

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

$21,126

$102,547-79.4%

$78,210-73.0%

$147,585-85.7%

Participation rate

100.0%

74.4%+25.6pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

14.92%

51.08%-36.2pp

40.90%-26.0pp

578.57%-563.7pp

Employer contribution / active EE

$1,069

$2,617-59.2%

$2,034-47.4%

$4,876-78.1%

Participant deferral / active EE

$1,014

$3,481-70.9%

$2,823-64.1%

$5,439-81.4%

Admin fee / account holder

$2,454

$5,059-51.5%

$3,758-34.7%

$10,885-77.5%

WAREHOUSING OF EVANSVILLE 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAREHOUSING OF EVANSVILLE 401 K PROFIT SHARING PLAN TRUST

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