Retirement plan

EVERPORT TERMINAL SERVICES RAIL SUPERINTENDENTS 401(K) PLAN

Name: EVERPORT TERMINAL SERVICES, INC. - EVERPORT TERMINAL SERVICES RAIL SUPERINTENDENTS 401(K) PLAN (2019) Form 5500
Creator: EVERPORT TERMINAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVERPORT TERMINAL SERVICES RAIL SUPERINTENDENTS 401(K) PLAN, EVERPORT TERMINAL SERVICES, INC.

EVERPORT TERMINAL SERVICES, INC.EIN 27-5447027Plan #003PY 2019

389 TERMINAL WAY - TERMINAL ISLAND, CA 90731310-221-4854etslink.comLinkedIn51-200 employeeslogistics and supply chain

Other plans on this EIN

2 filings

#001Retirement-$8.9M assets #002Retirement-$782K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$711K

+151.2% from 2018

Total participants

0.0% from 2018

Average account balance

$88,877

+151.2% from 2018

Annual return

35.35%

+35.35 pp from 2018

Benchmarks

See 6,732 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,732 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.05M

Not enough data

1 years with asset history on file

Average account balance

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

$382K

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

$354K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+20.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2H2T3D

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$900

$113 / participant

Other / not subdivided$900100.0%

% of EOY assets

0.127%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,877

$96,484-7.9%

$75,886+17.1%

$152,861-41.9%

Participation rate

100.0%

76.2%+23.8pp

69.3%+30.7pp

82.4%+17.6pp

Annual return

35.35%

33.98%+1.4pp

30.76%+4.6pp

345.32%-310.0pp

Employer contribution / active EE

$25,148

$3,309+659.9%

$2,500+905.8%

$4,762+428.1%

Participant deferral / active EE

$15,840

$4,553+247.9%

$3,603+339.6%

$5,850+170.8%

Admin fee / account holder

$113

$8,078-98.6%

$5,418-97.9%

$11,596-99.0%

EVERPORT TERMINAL SERVICES RAIL SUPERINTENDENTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVERPORT TERMINAL SERVICES RAIL SUPERINTENDENTS 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