Retirement plan

SPEE DEE DELIVERY SERVICE, INC RETIREMENT PLAN

Name: SPEE DEE DELIVERY SERVICE, INC. - SPEE DEE DELIVERY SERVICE, INC RETIREMENT PLAN (2017) Form 5500
Creator: SPEE DEE DELIVERY SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPEE DEE DELIVERY SERVICE, INC RETIREMENT PLAN, SPEE DEE DELIVERY SERVICE, INC.

SPEE DEE DELIVERY SERVICE, INC.EIN 41-1530767Plan #001PY 2017

PO BOX 1417 - ST CLOUD, MN 563021417320-251-6697speedeedelivery.comLinkedIn1001-5000 employeespackage/freight delivery

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$42.8M

+15.0% from 2016

Total participants

1,295

+1.5% from 2016

Average account balance

$50,001

+11.3% from 2016

Annual return

14.73%

+2.93 pp from 2016

Benchmarks

See 7,057 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants1,000-4,999

Cohort7,057 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$52.90M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

744

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.

53.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.48M

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

+6.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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

Top 1 by compensation

Provider	Service type	Compensation
BREMER BANK NATIONAL ASSOCIATION3+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461	Bank Trustee	$2,670

Plan features & details

Pension benefit codes2T2E2H2J2K3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$2 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.006%

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: BERGANKDV, LTD
Auditor EIN: 411431613
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,001

$77,958-35.9%

$78,210-36.1%

$77,958-35.9%

Participation rate

63.2%

71.6%-8.4pp

68.7%-5.5pp

71.6%-8.4pp

Annual return

14.73%

20.87%-6.1pp

40.90%-26.2pp

20.87%-6.1pp

Employer contribution / active EE

$301

$2,310-87.0%

$2,034-85.2%

$2,310-87.0%

Participant deferral / active EE

$1,413

$3,537-60.0%

$2,823-49.9%

$3,537-60.0%

Admin fee / account holder

$97-96.8%

$3,758-99.9%

$97-96.8%

Provider

Service type

Compensation

BREMER BANK NATIONAL ASSOCIATION3+ years

Filed as: BREMER TRUST, N.A.

Service code 21 · EIN 41-1565461

Bank Trustee

$2,670

SPEE DEE DELIVERY SERVICE, INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPEE DEE DELIVERY SERVICE, INC RETIREMENT 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