Retirement plan

AMWARE FULFILLMENT, LLC EMPLOYEE SAVINGS PLAN

Name: AMWARE FULFILLMENT, LLC - AMWARE FULFILLMENT, LLC EMPLOYEE SAVINGS PLAN (2018) Form 5500
Creator: AMWARE FULFILLMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMWARE FULFILLMENT, LLC EMPLOYEE SAVINGS PLAN, AMWARE FULFILLMENT, LLC

AMWARE FULFILLMENT, LLCEIN 45-5007613Plan #001PY 2018

4505 NEWPOINT PLACE - LAWRENCEVILLE, GA 30043678-377-8585

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$553K

+337.5% from 2017

Total participants

325

+4.8% from 2017

Average account balance

$17,834

+27.0% from 2017

Annual return

264.89%

+240.09 pp from 2017

Benchmarks

See 87 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort87 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.33M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

491

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+24.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$64

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
TRANSAMERICA RETIREMENT SOLUTIONS2 years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$3,802

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$12 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.688%

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: CHERRY BEKAERT, LLP
Auditor EIN: 560574444
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,834

$31,252-42.9%

$75,826-76.5%

$55,725-68.0%

Participation rate

9.5%

71.3%-61.8pp

68.2%-58.7pp

70.9%-61.3pp

Annual return

264.89%

2.84%+262.1pp

1914.15%-1649.3pp

244.93%+20.0pp

Employer contribution / active EE

$1,260-100.0%

$1,913-100.0%

$2,078-100.0%

Participant deferral / active EE

$318

$2,258-85.9%

$2,862-88.9%

$3,356-90.5%

Admin fee / account holder

$123

$91+34.1%

$4,726-97.4%

$115+6.5%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$3,802

AMWARE FULFILLMENT, LLC EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMWARE FULFILLMENT, LLC EMPLOYEE SAVINGS 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