Retirement plan

INTERNATIONAL SHIPHOLDING CORPORATION TAX-DEFERRED SAVINGS PLAN

Name: INTERNATIONAL SHIPHOLDING CORP - INTERNATIONAL SHIPHOLDING CORPORATION TAX-DEFERRED SAVINGS PLAN (2017) Form 5500
Creator: INTERNATIONAL SHIPHOLDING CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL SHIPHOLDING CORPORATION TAX-DEFERRED SAVINGS PLAN, INTERNATIONAL SHIPHOLDING CORP

INTERNATIONAL SHIPHOLDING CORPEIN 36-2989662Plan #002PY 2017

2200 ELLER DRIVE, P.O. BOX 13038 - FT. LAUDERDALE, FL 33316954-523-2200intship.comLinkedIn201-500 employeesmaritime

Other plans on this EIN

1 filing

#001Retirement-$38.5M assets

Prospect flagsRecently cancelled planLow returnsCorrective distributionsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2016

Total participants

-100.0% from 2016

Average account balance

-100.0% from 2016

Annual return

-47.99%

-54.42 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$340K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-47.99%

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

Top 10 of 19 by compensation

Provider	Service type	Compensation
JP MORGAN INVESTMENT MANAGEMENT INC2 years Filed as: LEAVELL INVESTMENTS Service code 13 · EIN 63-0771955	Contract Administrator	$7,272
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931	Recordkeeping	$3,322
COLUMBIA3+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450	Investment Management	$0
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
LEGG MASON2 years Service code 28 · EIN 52-1200960	Investment Management	$0
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS Service code 28 · EIN 04-2747644	Investment Management	$0
OPPENHEIMER3+ years Service code 28	Investment Management	$0
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171	Investment Management	$0
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$11K

Investment mgmt$7K68.6%
Other / not subdivided$3K31.4%

% of EOY assets

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: POSTLETHWAITE & NETTERVILLE
Auditor EIN: 721202445
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,037-100.0%

$71,671-100.0%

$147,586-100.0%

Participation rate

0.0%

76.1%-76.1pp

68.7%-68.7pp

82.8%-82.8pp

Annual return

-47.99%

20.48%-68.5pp

20.65%-68.6pp

578.59%-626.6pp

Employer contribution / active EE

$3,327-100.0%

$2,460-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,498-100.0%

$3,438-100.0%

$5,439-100.0%

Admin fee / account holder

$8,613-100.0%

$5,558-100.0%

$10,886-100.0%

Provider

Service type

Compensation

JP MORGAN INVESTMENT MANAGEMENT INC2 years

Filed as: LEAVELL INVESTMENTS

Service code 13 · EIN 63-0771955

Contract Administrator

$7,272

T ROWE PRICE RPS INC2 years

Filed as: T ROWE PRICE RPS, INC

Service code 15 · EIN 52-1309931

Recordkeeping

$3,322

COLUMBIA3+ years

Filed as: COLUMBIA FUNDS

Service code 28 · EIN 93-0577450

Investment Management

DIMENSIONAL FUND ADVISORS3+ years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

LEGG MASON2 years

Service code 28 · EIN 52-1200960

Investment Management

MFS INVESTMENT MANAGEMENT3+ years

Filed as: MFS

Service code 28 · EIN 04-2747644

Investment Management

OPPENHEIMER3+ years

Service code 28

Investment Management

OPPENHEIMER3+ years

Filed as: OPPENHEIMER FUNDS

Service code 28 · EIN 13-2527171

Investment Management

PIMCO FUNDS3+ years

Filed as: PIMCO

Service code 28

Investment Management

INTERNATIONAL SHIPHOLDING CORPORATION TAX-DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL SHIPHOLDING CORPORATION TAX-DEFERRED SAVINGS 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