Retirement plan

CLASS COURIER MESSENGER CO. EMPLOYEE PROFIT SHARING PLAN

Name: CLASS COURIER MESSENGER CO. - CLASS COURIER MESSENGER CO. EMPLOYEE PROFIT SHARING PLAN (2020) 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 2020

901 LIVELY BOULEVARD - ELK GROVE VILLAGE, IL 60007847-364-6611LinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+12.1% from 2019

Total participants

0.0% from 2019

Average account balance

$175,746

+12.1% from 2019

Annual return

7.65%

-8.14 pp from 2019

Benchmarks

See 1,131 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,131 peers

Snapshot2020

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

$10K

$1617 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.690%

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

$175,746

$129,476+35.7%

$93,515+87.9%

$158,982+10.5%

Participation rate

100.0%

71.0%+29.0pp

66.8%+33.2pp

82.0%+18.0pp

Annual return

7.65%

118.56%-110.9pp

78.21%-70.6pp

302.99%-295.3pp

Employer contribution / active EE

$5,000

$2,717+84.0%

$2,077+140.7%

$4,763+5.0%

Participant deferral / active EE

$4,333

$3,916+10.7%

$3,129+38.5%

$5,983-27.6%

Admin fee / account holder

$1,212

$7,396-83.6%

$5,235-76.8%

$11,252-89.2%

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