Retirement plan

LOGAN SERVICES, INC. 401(K) INSTALLER RETIREMENT PLAN

Name: LOGAN SERVICES, INC. - LOGAN SERVICES, INC. 401(K) INSTALLER RETIREMENT PLAN (2016) Form 5500
Creator: LOGAN SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOGAN SERVICES, INC. 401(K) INSTALLER RETIREMENT PLAN, LOGAN SERVICES, INC.

LOGAN SERVICES, INC.EIN 31-1451772Plan #003PY 2016

9181 A. NORTH DIXIE DRIVE - DAYTON, OH 45414937-428-45809for99now.comLinkedIn11-50 employees

Other plans on this EIN

2 filings

#001Retirement-$2.7M assets #002Retirement-$1.1M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$69K

No prior year

Total participants

No prior year

Average account balance

$4,299

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

118.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$229K

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

+18.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1181

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 codes2E2G2J2T3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$4,299

$99,345-95.7%

$84,753-94.9%

$273,972-98.4%

Participation rate

93.8%

80.7%+13.1pp

76.6%+17.2pp

83.0%+10.7pp

Annual return

0.00%

22.93%-22.9pp

22.78%-22.8pp

41.46%-41.5pp

Employer contribution / active EE

$1,077

$4,214-74.4%

$3,574-69.9%

$4,869-77.9%

Participant deferral / active EE

$1,797

$4,270-57.9%

$3,712-51.6%

$5,287-66.0%

Admin fee / account holder

$6,645-100.0%

$5,333-100.0%

$10,133-100.0%

LOGAN SERVICES, INC. 401(K) INSTALLER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LOGAN SERVICES, INC. 401(K) INSTALLER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion