Retirement plan

LAKE SUPERIOR WAREHOUSING, INC. NON-EXEMPT 401(K) PLAN

Name: LAKE SUPERIOR WAREHOUSING, INC. - LAKE SUPERIOR WAREHOUSING, INC. NON-EXEMPT 401(K) PLAN (2017) Form 5500
Creator: LAKE SUPERIOR WAREHOUSING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAKE SUPERIOR WAREHOUSING, INC. NON-EXEMPT 401(K) PLAN, LAKE SUPERIOR WAREHOUSING, INC.

LAKE SUPERIOR WAREHOUSING, INC.EIN 39-1622031Plan #002PY 2017

1210 PORT TERMINAL DRIVE - DULUTH, MN 55802218-727-6646lakesuperiorwarehousing.comLinkedIn1-10 employeeswarehousing

Other plans on this EIN

1 filing

#003Retirement-$754K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.1M

+21.7% from 2016

Total participants

+4.0% from 2016

Average account balance

$63,291

+0.2% from 2016

Annual return

13.38%

+7.17 pp from 2016

Benchmarks

See 445 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort445 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

54.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17143

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 codes2E2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$188 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.454%

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

$63,291

$49,791+27.1%

$78,210-19.1%

$70,126-9.7%

Participation rate

65.4%

62.3%+3.1pp

68.7%-3.3pp

69.5%-4.2pp

Annual return

13.38%

20.75%-7.4pp

40.90%-27.5pp

73.15%-59.8pp

Employer contribution / active EE

$1,430-100.0%

$2,034-100.0%

$2,343-100.0%

Participant deferral / active EE

$2,838

$2,150+32.0%

$2,823+0.6%

$3,332-14.8%

Admin fee / account holder

$287

$3,181-91.0%

$3,758-92.4%

$4,645-93.8%

LAKE SUPERIOR WAREHOUSING, INC. NON-EXEMPT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAKE SUPERIOR WAREHOUSING, INC. NON-EXEMPT 401(K) 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