Retirement plan

THINK SHIFT 401(K) PLAN

Name: LOGISTYLE, INC. DBA THINK SHIFT - THINK SHIFT 401(K) PLAN (2018) Form 5500
Creator: LOGISTYLE, INC. DBA THINK SHIFT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THINK SHIFT 401(K) PLAN, LOGISTYLE, INC. DBA THINK SHIFT

LOGISTYLE, INC. DBA THINK SHIFTEIN 46-5733207Plan #001PY 2018

1201 SW 12TH AVENUE SUITE 400 - PORTLAND, OR 97205503-789-1338

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$18K

No prior year

Total participants

No prior year

Average account balance

$3,013

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$117

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

+5.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12247

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 codes2E2J2F2G3D

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

$2K

$261 / participant

Other / not subdivided$2K100.0%

% of EOY assets

8.657%

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

$3,013

$138,076-97.8%

$123,553-97.6%

$135,380-97.8%

Participation rate

83.3%

84.7%-1.4pp

82.3%+1.0pp

82.6%+0.7pp

Annual return

0.00%

153.70%-153.7pp

119.21%-119.2pp

519.81%-519.8pp

Employer contribution / active EE

$5,152-100.0%

$4,628-100.0%

$4,779-100.0%

Participant deferral / active EE

$2,484

$6,800-63.5%

$6,426-61.3%

$5,609-55.7%

Admin fee / account holder

$261

$10,917-97.6%

$9,284-97.2%

$10,828-97.6%

THINK SHIFT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THINK SHIFT 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