Retirement plan

KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 401 (K) PLAN

Name: KELLER TRUCKING, INC. - KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 401 (K) PLAN (2016) Form 5500
Creator: KELLER TRUCKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 401 (K) PLAN, KELLER TRUCKING, INC.

KELLER TRUCKING, INC.EIN 36-2496938Plan #002PY 2016

1 NORTHFIELD PLAZA 455 - NORTHFIELD, IL 60093847-446-7400

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

No prior year

Average account balance

$314,626

No prior year

Annual return

3.98%

No prior year

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.39M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.8M

$260989 / participant

Other / not subdivided$2M100.0%

% of EOY assets

82.952%

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

$314,626

$83,337+277.5%

$67,834+363.8%

$273,972+14.8%

Participation rate

100.0%

76.4%+23.6pp

68.8%+31.2pp

83.0%+17.0pp

Annual return

3.98%

259.45%-255.5pp

138.47%-134.5pp

41.46%-37.5pp

Employer contribution / active EE

$5,714

$3,287+73.8%

$2,403+137.8%

$4,869+17.4%

Participant deferral / active EE

$4,088-100.0%

$3,160-100.0%

$5,287-100.0%

Admin fee / account holder

$260,989

$6,752+3765.4%

$4,622+5546.3%

$10,133+2475.7%

KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 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