Retirement plan

ARDMORE POWER LOGISTICS LLC 401K RETIREMENT PLAN

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

ARDMORE POWER LOGISTICS, LLCEIN 58-2582242Plan #001PY 2016

24610 DETROIT RD., SUITE 1200 - WESTLAKE, OH 44145216-867-0581ardmorelogistics.comLinkedIn1-10 employeeslogistics and supply chain

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.4M

+14.7% from 2015

Total participants

+6.9% from 2015

Average account balance

$108,995

+14.7% from 2015

Annual return

7.09%

+9.00 pp from 2015

Benchmarks

See 3,429 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,429 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.98M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

77.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$342K

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

+24.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5036

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$55 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.064%

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

$108,995

$47,944+127.3%

$67,834+60.7%

$62,881+73.3%

Participation rate

67.9%

61.1%+6.8pp

68.8%-0.9pp

69.3%-1.4pp

Annual return

7.09%

11.77%-4.7pp

138.47%-131.4pp

20.14%-13.1pp

Employer contribution / active EE

$1,487

$1,562-4.8%

$2,403-38.1%

$2,281-34.8%

Participant deferral / active EE

$4,264

$2,247+89.8%

$3,160+35.0%

$3,203+33.1%

Admin fee / account holder

$70

$3,712-98.1%

$4,622-98.5%

$4,296-98.4%

ARDMORE POWER LOGISTICS LLC 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARDMORE POWER LOGISTICS LLC 401K 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