Retirement plan

EMPLOYEE STOCK OWNERSHIP PLAN OF LAWRENCE COMPANIES, INC.

Name: LAWRENCE COMPANIES, INC. - EMPLOYEE STOCK OWNERSHIP PLAN OF LAWRENCE COMPANIES, INC. (2021) Form 5500
Creator: LAWRENCE COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE STOCK OWNERSHIP PLAN OF LAWRENCE COMPANIES, INC., LAWRENCE COMPANIES, INC.

LAWRENCE COMPANIES, INC.EIN 46-5759341Plan #002PY 2021

872 LEE HIGHWAY - ROANOKE, VA 24019540-966-4000unitedrelocationgroup.comLinkedIn201-500 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#001Retirement-$7.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$27.6M

+23.6% from 2020

Total participants

328

+5.8% from 2020

Average account balance

$85,214

+15.6% from 2020

Annual return

21.29%

+3.54 pp from 2020

Benchmarks

See 1,069 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,069 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.00M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

341

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+22.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$11 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: J. MOORE & COMPANY, P.C
Auditor EIN: 260767009
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,214

$60,788+40.2%

$85,709-0.6%

$79,391+7.3%

Participation rate

98.3%

62.1%+36.1pp

69.9%+28.4pp

70.7%+27.6pp

Annual return

21.29%

16.57%+4.7pp

21.49%-0.2pp

116.88%-95.6pp

Employer contribution / active EE

$5,218

$1,664+213.5%

$2,619+99.3%

$2,428+114.9%

Participant deferral / active EE

$2,920-100.0%

$3,924-100.0%

$4,046-100.0%

Admin fee / account holder

$439-98.3%

$6,876-99.9%

$627-98.8%

EMPLOYEE STOCK OWNERSHIP PLAN OF LAWRENCE COMPANIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE STOCK OWNERSHIP PLAN OF LAWRENCE COMPANIES, INC.

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