Retirement plan

TRANSPORTATION INSIGHT RETIREMENT PLAN

Name: TRANSPORTATION INSIGHT, LLC - TRANSPORTATION INSIGHT RETIREMENT PLAN (2017) Form 5500
Creator: TRANSPORTATION INSIGHT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRANSPORTATION INSIGHT RETIREMENT PLAN, TRANSPORTATION INSIGHT, LLC

TRANSPORTATION INSIGHT, LLCEIN 56-2197884Plan #001PY 2017

310 MAIN AVE WAY SE - HICKORY, NC 286023513828-485-5000

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$16.5M

+43.1% from 2016

Total participants

435

+24.3% from 2016

Average account balance

$41,703

+11.9% from 2016

Annual return

26.97%

+14.18 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$76.77M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

1,249

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.

67.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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
NORTHWESTERN MUTUAL INVESTMENT SERV3+ years Service code 49 · EIN 52-2114207	Other Services	$8,578
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$4,876

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$5K

$13 / participant

Contract admin$5K100.0%

% of EOY assets

0.030%

all-in expense ratio

Categories reported

1 / 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: MARTIN STARNES & ASSOCIATES, CPA PA
Auditor EIN: 561761202
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,703

$155,795-73.2%

$136,298-69.4%

$69,631-40.1%

Participation rate

89.3%

75.2%+14.0pp

81.9%+7.4pp

70.7%+18.6pp

Annual return

26.97%

232464.33%-232437.4pp

5156.27%-5129.3pp

27571.02%-27544.1pp

Employer contribution / active EE

$2,390

$2,991-20.1%

$4,696-49.1%

$2,032+17.6%

Participant deferral / active EE

$4,295

$5,394-20.4%

$6,247-31.3%

$3,224+33.2%

Admin fee / account holder

$12

$128-90.4%

$9,244-99.9%

$110-88.8%

Provider

Service type

Compensation

NORTHWESTERN MUTUAL INVESTMENT SERV3+ years

Service code 49 · EIN 52-2114207

Other Services

$8,578

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$4,876

TRANSPORTATION INSIGHT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRANSPORTATION INSIGHT RETIREMENT 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