Retirement plan

EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN

Name: EVANS TRANSPORTATION - EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: EVANS TRANSPORTATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN, EVANS TRANSPORTATION

EVANS TRANSPORTATIONEIN 39-1498620Plan #001PY 2015

21755 GATEWAY ROAD - BROOKFIELD, WI 53045262-367-1040evanstrans.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

No prior year

Average account balance

$45,503

No prior year

Annual return

1.02%

No prior year

Benchmarks

See 3,171 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,171 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.01M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

161

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.

85.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52

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

1 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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$87 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.149%

all-in expense ratio

Categories reported

0 / 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: GASSNER COMPANY, S.C.
Auditor EIN: 391336018
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,503

$44,850+1.5%

$60,547-24.8%

$59,633-23.7%

Participation rate

76.1%

59.5%+16.6pp

68.0%+8.1pp

68.7%+7.4pp

Annual return

1.02%

1074.14%-1073.1pp

335.64%-334.6pp

2041.45%-2040.4pp

Employer contribution / active EE

$1,462-100.0%

$2,419-100.0%

$2,203-100.0%

Participant deferral / active EE

$4,169

$2,230+87.0%

$3,328+25.3%

$3,192+30.6%

Admin fee / account holder

$68

$3,635-98.1%

$4,536-98.5%

$4,297-98.4%

EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVANS TRANSPORTATION SERVICES 401(K) 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