Retirement plan

BLUE EAGLE LOGISTICS INC. 401(K) PLAN

Name: BLUE EAGLE LOGISTICS INC. - BLUE EAGLE LOGISTICS INC. 401(K) PLAN (2020) Form 5500
Creator: BLUE EAGLE LOGISTICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE EAGLE LOGISTICS INC. 401(K) PLAN, BLUE EAGLE LOGISTICS INC.

BLUE EAGLE LOGISTICS INC.EIN 46-2450133Plan #001PY 2020

7277 WILLAIM AVENUE, SUITE 350 - ALLENTOWN, PA 18106610-395-8600blueeaglelogistics.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$173K

+77.1% from 2019

Total participants

+2.5% from 2019

Average account balance

$4,216

+72.8% from 2019

Annual return

15.19%

-8.90 pp from 2019

Benchmarks

See 6,938 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,938 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$675K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

231.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

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

+8.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$498

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 codes2E2F2G2J3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$300 / participant

Other / not subdivided$5K100.0%

% of EOY assets

2.948%

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

$4,216

$102,638-95.9%

$81,982-94.9%

$158,982-97.3%

Participation rate

100.0%

75.5%+24.5pp

69.3%+30.7pp

82.0%+18.0pp

Annual return

15.19%

61.05%-45.9pp

41.31%-26.1pp

302.99%-287.8pp

Employer contribution / active EE

$1,730

$3,241-46.6%

$2,498-30.8%

$4,763-63.7%

Participant deferral / active EE

$2,061

$4,649-55.7%

$3,722-44.6%

$5,983-65.6%

Admin fee / account holder

$124

$8,237-98.5%

$5,665-97.8%

$11,252-98.9%

BLUE EAGLE LOGISTICS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE EAGLE LOGISTICS INC. 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