Retirement plan

CLASS COURIER MESSENGER CO. EMPLOYEE PROFIT SHARING PLAN

Name: CLASS COURIER MESSENGER CO. - CLASS COURIER MESSENGER CO. EMPLOYEE PROFIT SHARING PLAN (2018) Form 5500
Creator: CLASS COURIER MESSENGER CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLASS COURIER MESSENGER CO. EMPLOYEE PROFIT SHARING PLAN, CLASS COURIER MESSENGER CO.

CLASS COURIER MESSENGER CO.EIN 36-3858826Plan #002PY 2018

1590 LOUIS AVENUE - ELK GROVE VILLAGE, IL 60007847-364-6611LinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

-16.3% from 2017

Total participants

+14.3% from 2017

Average account balance

$130,757

-26.7% from 2017

Annual return

-6.34%

-13.93 pp from 2017

Benchmarks

See 1,045 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,045 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$359K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5073

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 codes2E2J3D

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$177K

$29433 / participant

Other / not subdivided$177K100.0%

% of EOY assets

16.882%

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

$130,757

$101,283+29.1%

$75,826+72.4%

$135,380-3.4%

Participation rate

100.0%

72.7%+27.3pp

68.2%+31.8pp

82.6%+17.4pp

Annual return

-6.34%

3384.62%-3391.0pp

1914.15%-1920.5pp

519.81%-526.1pp

Employer contribution / active EE

$3,018

$2,382+26.7%

$1,913+57.7%

$4,779-36.9%

Participant deferral / active EE

$4,000

$3,469+15.3%

$2,862+39.7%

$5,609-28.7%

Admin fee / account holder

$22,074

$6,539+237.6%

$4,726+367.1%

$10,828+103.9%

CLASS COURIER MESSENGER CO. EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLASS COURIER MESSENGER CO. EMPLOYEE PROFIT SHARING 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