Retirement plan

DELANEY FUEL TRANSPORT, LLC 401(K) PLAN

Name: DELANEY FUEL TRANSPORT, LLC - DELANEY FUEL TRANSPORT, LLC 401(K) PLAN (2022) Form 5500
Creator: DELANEY FUEL TRANSPORT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELANEY FUEL TRANSPORT, LLC 401(K) PLAN, DELANEY FUEL TRANSPORT, LLC

DELANEY FUEL TRANSPORT, LLCEIN 45-1227289Plan #001PY 2022

4 TOW ROAD - WAREHAM, MA 02571508-273-0051LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$231K

+14.8% from 2021

Total participants

+11.1% from 2021

Average account balance

$25,691

+14.8% from 2021

Annual return

-18.56%

-32.88 pp from 2021

Benchmarks

See 8,690 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,690 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$454K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16197

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 codes2E2F2J2T3D

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).
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

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

$13K

$1442 / participant

Other / not subdivided$13K100.0%

% of EOY assets

5.612%

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

$25,691

$82,288-68.8%

$68,794-62.7%

$134,509-80.9%

Participation rate

88.9%

75.1%+13.8pp

69.0%+19.9pp

81.2%+7.7pp

Annual return

-18.56%

-2.19%-16.4pp

-6.37%-12.2pp

418.13%-436.7pp

Employer contribution / active EE

$3,301-100.0%

$2,656-100.0%

$4,741-100.0%

Participant deferral / active EE

$8,713

$4,738+83.9%

$3,941+121.1%

$6,400+36.1%

Admin fee / account holder

$1,442

$6,482-77.8%

$4,934-70.8%

$11,427-87.4%

DELANEY FUEL TRANSPORT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELANEY FUEL TRANSPORT, LLC 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