Retirement plan

EP LOGISTICS, LLC 401(K) PROFIT SHARING PLAN

Name: EP LOGISTICS, LLC - EP LOGISTICS, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: EP LOGISTICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EP LOGISTICS, LLC 401(K) PROFIT SHARING PLAN, EP LOGISTICS, LLC

EP LOGISTICS, LLCEIN 52-2452321Plan #001PY 2017

9601 PAN AMERICAN DRIVE - EL PASO, TX 799272102915-881-9100eplogistics.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$784K

+29.2% from 2016

Total participants

+17.6% from 2016

Average account balance

$43,544

+22.0% from 2016

Annual return

25.06%

+20.52 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.25M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

227.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$214K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3477

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$54K

$4140 / participant

Other / not subdivided$54K100.0%

% of EOY assets

6.867%

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

$43,544

$91,037-52.2%

$71,671-39.2%

$147,585-70.5%

Participation rate

84.6%

76.1%+8.5pp

68.7%+15.9pp

82.8%+1.8pp

Annual return

25.06%

20.48%+4.6pp

20.65%+4.4pp

578.58%-553.5pp

Employer contribution / active EE

$1,850

$3,327-44.4%

$2,460-24.8%

$4,876-62.1%

Participant deferral / active EE

$3,948

$4,498-12.2%

$3,438+14.8%

$5,439-27.4%

Admin fee / account holder

$2,990

$8,613-65.3%

$5,558-46.2%

$10,886-72.5%

EP LOGISTICS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EP LOGISTICS, LLC 401(K) PROFIT SHARING 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