Retirement plan

GLOBAL EXPEDITED SERVICES, INC. RETIREMENT SAVINGS PLAN

Name: GLOBAL EXPEDITED SERVICES, INC. - GLOBAL EXPEDITED SERVICES, INC. RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: GLOBAL EXPEDITED SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLOBAL EXPEDITED SERVICES, INC. RETIREMENT SAVINGS PLAN, GLOBAL EXPEDITED SERVICES, INC.

GLOBAL EXPEDITED SERVICES, INC.EIN 36-4154047Plan #001PY 2015

17422 SUMNER RD. - PECATONICA, IL 610639769815-395-0060LinkedIn1-10 employeeslogistics and supply chain

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$662K

No prior year

Total participants

No prior year

Average account balance

$220,687

No prior year

Annual return

0.24%

No prior year

Benchmarks

See 5,259 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort5,259 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15735

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 codes2E2J2G3D2F

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$220,687

$75,935+190.6%

$60,547+264.5%

$125,388+76.0%

Participation rate

100.0%

76.5%+23.5pp

68.0%+32.0pp

83.2%+16.8pp

Annual return

0.24%

-5.38%+5.6pp

335.64%-335.4pp

282.24%-282.0pp

Employer contribution / active EE

$3,213

$3,438-6.5%

$2,419+32.8%

$4,866-34.0%

Participant deferral / active EE

$16,879

$4,506+274.6%

$3,328+407.2%

$5,352+215.4%

Admin fee / account holder

$6,768-100.0%

$4,536-100.0%

$9,541-100.0%

GLOBAL EXPEDITED SERVICES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GLOBAL EXPEDITED SERVICES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion