Retirement plan

CREVISTON TRUCKING, INC. 401(K) PLAN

Name: CREVISTON TRUCKING, INC. - CREVISTON TRUCKING, INC. 401(K) PLAN (2018) Form 5500
Creator: CREVISTON TRUCKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CREVISTON TRUCKING, INC. 401(K) PLAN, CREVISTON TRUCKING, INC.

CREVISTON TRUCKING, INC.EIN 35-1480921Plan #001PY 2018

6001 KENNEDY AVENUE - HAMMOND, IN 46323219-845-8441

Prospect flagsLow assets / participantLow participant contributionRecently reached 100 employees

How to read this page

Total assets (EOY)

$1.3M

+8.0% from 2017

Total participants

115

-0.9% from 2017

Average account balance

$11,028

-40.8% from 2017

Annual return

-2.87%

-10.47 pp from 2017

Benchmarks

See 458 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort458 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

120.4%

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

+12.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2475

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$12,411
IFP ADVISORS INC DBA INDEPENDENT FI1 year Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR · TAMPA, FL 33607	Advisory (Plan)	$5,033
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WA 537172919	Contract Administrator	$4,580
LEAFHOUSE FINANCIAL ADVISORS, LLC1 year Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730	Advisory (Plan)	$503
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$143

Plan features & details

Pension benefit codes2A2E2J2F2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$21K

$275 / participant

Investment mgmt$6K26.9%
Other / not subdivided$15K73.1%

% of EOY assets

1.625%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BAS PARTNERS, LLC
Auditor EIN: 208779390
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,028

$44,103-75.0%

$75,826-85.5%

$64,173-82.8%

Participation rate

100.0%

62.7%+37.3pp

68.2%+31.8pp

69.6%+30.4pp

Annual return

-2.87%

-4.72%+1.8pp

1914.15%-1917.0pp

7.63%-10.5pp

Employer contribution / active EE

$4,024

$1,446+178.3%

$1,913+110.3%

$2,381+69.0%

Participant deferral / active EE

$357

$2,204-83.8%

$2,862-87.5%

$3,470-89.7%

Admin fee / account holder

$179

$3,506-94.9%

$4,726-96.2%

$4,887-96.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$12,411

IFP ADVISORS INC DBA INDEPENDENT FI1 year

Filed as: IFP ADVISORS INC

Service code 27

3030 N ROCKY POINT DR · TAMPA, FL 33607

Advisory (Plan)

$5,033

ALLIANCE BENEFIT GROUP1 year

Filed as: ALLIANCE BENEFIT GROUP WISCONSIN

Service code 13

8040 EXCELSIOR DR STE 401 · MADISON, WA 537172919

Contract Administrator

$4,580

LEAFHOUSE FINANCIAL ADVISORS, LLC1 year

Service code 27

6011 WEST COURTYARD DR · AUSTIN, TX 78730

Advisory (Plan)

$503

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$143

CREVISTON TRUCKING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CREVISTON TRUCKING, INC. 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