Retirement plan

M C LOGISTICS LLC 401(K) PLAN

Name: M C LOGISTICS LLC - M C LOGISTICS LLC 401(K) PLAN (2016) Form 5500
Creator: M C LOGISTICS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M C LOGISTICS LLC 401(K) PLAN, M C LOGISTICS LLC

M C LOGISTICS LLCEIN 47-4959013Plan #001PY 2016

10134 MOSTELLER LANE - WEST CHESTER, OH 45069513-772-7200mclogisticsllc.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$177K

+29.5% from 2015

Total participants

+20.0% from 2015

Average account balance

$35,478

+3.6% from 2015

Annual return

9.14%

+9.14 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+32.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28000

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$220 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.620%

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

$35,478

$83,337-57.4%

$67,834-47.7%

$273,970-87.1%

Participation rate

80.0%

76.4%+3.6pp

68.8%+11.2pp

83.0%-3.0pp

Annual return

9.14%

259.45%-250.3pp

138.47%-129.3pp

41.46%-32.3pp

Employer contribution / active EE

$900

$3,287-72.6%

$2,403-62.6%

$4,869-81.5%

Participant deferral / active EE

$4,682

$4,088+14.5%

$3,160+48.2%

$5,287-11.5%

Admin fee / account holder

$220

$6,752-96.7%

$4,622-95.2%

$10,132-97.8%

M C LOGISTICS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M C LOGISTICS LLC 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