Retirement plan

PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K PLAN

Name: PRIGGES CHARTERED BUSES INC. - PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K PLAN (2018) Form 5500
Creator: PRIGGES CHARTERED BUSES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K PLAN, PRIGGES CHARTERED BUSES INC.

PRIGGES CHARTERED BUSES INC.EIN 39-1017611Plan #004PY 2018

1139 PENN AVE - SHEBOYGAN, WI 53081920-459-2960LinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+17.4% from 2017

Total participants

-3.2% from 2017

Average account balance

$83,894

+20.2% from 2017

Annual return

13.83%

-7.47 pp from 2017

Benchmarks

See 3,617 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,617 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.69M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

74.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4089

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 codes2E2G2J2F3D

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

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

$46K

$607 / participant

Other / not subdivided$46K100.0%

% of EOY assets

0.638%

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

$83,894

$49,280+70.2%

$67,313+24.6%

$64,173+30.7%

Participation rate

92.0%

60.8%+31.2pp

69.1%+22.9pp

69.6%+22.4pp

Annual return

13.83%

-1.39%+15.2pp

-4.08%+17.9pp

7.63%+6.2pp

Employer contribution / active EE

$926

$1,668-44.5%

$2,566-63.9%

$2,381-61.1%

Participant deferral / active EE

$2,491

$2,484+0.3%

$3,568-30.2%

$3,470-28.2%

Admin fee / account holder

$535

$3,863-86.1%

$4,507-88.1%

$4,887-89.0%

PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K 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