Retirement plan

E & H TRANSPORT NETWORK, INC C.E.C. BENEFIT GROUP P/S & 401(K) PLAN

Name: E & H TRANSPORT NETWORK, INC - E & H TRANSPORT NETWORK, INC C.E.C. BENEFIT GROUP P/S & 401(K) PLAN (2020) Form 5500
Creator: E & H TRANSPORT NETWORK, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E & H TRANSPORT NETWORK, INC C.E.C. BENEFIT GROUP P/S & 401(K) PLAN, E & H TRANSPORT NETWORK, INC

E & H TRANSPORT NETWORK, INCEIN 33-0592122Plan #001PY 2020

1901 CAMINO VIDA ROBLE. STE 208 - CARLSBAD, CA 92008760-931-1447ehtransportinc.comLinkedIn1-10 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+15.3% from 2019

Total participants

+6.1% from 2019

Average account balance

$72,606

+7.7% from 2019

Annual return

13.42%

-6.12 pp from 2019

Benchmarks

See 3,735 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,735 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

242.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5036

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$100K

$3443 / participant

Other / not subdivided$100K100.0%

% of EOY assets

4.584%

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

$72,606

$59,839+21.3%

$81,991-11.4%

$79,852-9.1%

Participation rate

82.8%

61.6%+21.1pp

69.3%+13.5pp

69.6%+13.1pp

Annual return

13.42%

17.56%-4.1pp

41.31%-27.9pp

31.72%-18.3pp

Employer contribution / active EE

$1,531

$1,713-10.6%

$2,498-38.7%

$2,471-38.0%

Participant deferral / active EE

$3,167

$2,695+17.5%

$3,722-14.9%

$3,740-15.3%

Admin fee / account holder

$3,328

$4,287-22.4%

$5,665-41.2%

$5,306-37.3%

E & H TRANSPORT NETWORK, INC C.E.C. BENEFIT GROUP P/S & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E & H TRANSPORT NETWORK, INC C.E.C. BENEFIT GROUP P/S & 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