Retirement plan

RECOVERY LOGISTICS, INC. 401K PROFIT SHARING PLAN

Name: RECOVERY LOGISTICS INC. - RECOVERY LOGISTICS, INC. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: RECOVERY LOGISTICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RECOVERY LOGISTICS, INC. 401K PROFIT SHARING PLAN, RECOVERY LOGISTICS INC.

RECOVERY LOGISTICS INC.EIN 41-1957569Plan #001PY 2017

507 S 14TH - FORT SMITH, AR 72901479-785-9120LinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1M

+35.5% from 2016

Total participants

+30.0% from 2016

Average account balance

$115,927

+20.5% from 2016

Annual return

20.57%

+11.68 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.95M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$466K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+17.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1358

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$3K

$194 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.241%

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

$115,927

$91,037+27.3%

$71,671+61.7%

$147,586-21.5%

Participation rate

69.2%

76.1%-6.9pp

68.7%+0.5pp

82.8%-13.6pp

Annual return

20.57%

20.48%+0.1pp

20.65%-0.1pp

578.59%-558.0pp

Employer contribution / active EE

$3,060

$3,327-8.0%

$2,460+24.4%

$4,876-37.3%

Participant deferral / active EE

$5,800

$4,498+28.9%

$3,438+68.7%

$5,439+6.6%

Admin fee / account holder

$280

$8,613-96.8%

$5,558-95.0%

$10,886-97.4%

RECOVERY LOGISTICS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RECOVERY LOGISTICS, INC. 401K 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