Retirement plan

WYNNE TRANSPORT SERVICE, INC. 401(K) PLAN

Name: WYNNE TRANSPORT SERVICE, INC - WYNNE TRANSPORT SERVICE, INC. 401(K) PLAN (2016) Form 5500
Creator: WYNNE TRANSPORT SERVICE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYNNE TRANSPORT SERVICE, INC. 401(K) PLAN, WYNNE TRANSPORT SERVICE, INC

WYNNE TRANSPORT SERVICE, INCEIN 47-0427079Plan #001PY 2016

2222 N 11TH ST - OMAHA, NE 68110402-342-4001wynnetr.comLinkedIn201-500 employeestransportation/trucking/railroad

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$3.8M

+3.5% from 2015

Total participants

170

+6.3% from 2015

Average account balance

$24,209

-3.2% from 2015

Annual return

7.30%

+7.97 pp from 2015

Benchmarks

See 1,015 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,015 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.41M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

215

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.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$458K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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 2 by compensation

Provider	Service type	Compensation
UNION BANK & TRUST COMPANY2+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535	Participant communication; Investment...	$18,667
MATRIX CLEARANCE AND SETTLEMENT2+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432	Securities brokerage; Sub-transfer ag...	$0

Plan features & details

Pension benefit codes2E2J2K2F2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$19K

$132 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.497%

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: RSM US LLP
Auditor EIN: 470714329
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,209

$44,425-45.5%

$67,834-64.3%

$55,167-56.1%

Participation rate

89.4%

59.7%+29.7pp

68.8%+20.6pp

69.0%+20.4pp

Annual return

7.30%

17.80%-10.5pp

138.47%-131.2pp

169.23%-161.9pp

Employer contribution / active EE

$267

$1,351-80.2%

$2,403-88.9%

$1,963-86.4%

Participant deferral / active EE

$1,792

$2,166-17.3%

$3,160-43.3%

$3,054-41.3%

Admin fee / account holder

$120

$530-77.3%

$4,622-97.4%

$504-76.1%

Provider

Service type

Compensation

UNION BANK & TRUST COMPANY2+ years

Service code 12

PO BOX 82535 · LINCOLN, NE 685012535

Participant communication; Investment...

$18,667

MATRIX CLEARANCE AND SETTLEMENT2+ years

Filed as: MATRIX CLEARENCE AND SETTLEMENT

Service code 33 · EIN 13-4046432

Securities brokerage; Sub-transfer ag...

WYNNE TRANSPORT SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYNNE TRANSPORT SERVICE, 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