Retirement plan

INGRAM MARINE GROUP RETIREMENT PLAN

Name: INGRAM INDUSTRIES INC. - INGRAM MARINE GROUP RETIREMENT PLAN (2019) Form 5500
Creator: INGRAM INDUSTRIES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INGRAM MARINE GROUP RETIREMENT PLAN, INGRAM INDUSTRIES INC.

INGRAM INDUSTRIES INC.EIN 62-0673043Plan #003PY 2019

4400 HARDING ROAD, ONE BELLE MEADE PLACE - NASHVILLE, TN 372052290866-415-4015

Other plans on this EIN

2 filings

#002Retirement-$517.2M assets #001Retirement-$286.4M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 29, 2017 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

4400 Harding Road

Nashville State: TN Zip Code: 37205

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Plans declared (1)

Ingram Industries Inc. Discretionary Deferred Compensation Plan121 emp

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Total assets (EOY)

$87.5M

-13.3% from 2016

Total participants

2,497

-1.5% from 2016

Average account balance

$35,272

-11.2% from 2016

Annual return

18.36%

-8.03 pp from 2016

Benchmarks

See 239 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants1,000-4,999

Cohort239 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$75.30M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

1,657

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.

95.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.67%

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY5+ years Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 15 · EIN 01-0233346	Recordkeeping	$133,170

Plan features & details

Pension benefit codes2A2C3H2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$133K

$74 / participant

Contract admin$131K98.1%
Other / not subdivided$3K1.9%

% of EOY assets

0.152%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PRICEWATERHOUSECOOPERS, LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,272

$67,598-47.8%

$75,906-53.5%

$77,775-54.6%

Participation rate

99.1%

69.6%+29.6pp

69.3%+29.8pp

73.2%+25.9pp

Annual return

18.36%

23.18%-4.8pp

30.73%-12.4pp

32.58%-14.2pp

Employer contribution / active EE

$4,121

$2,430+69.6%

$2,501+64.8%

$2,504+64.6%

Participant deferral / active EE

$3,502-100.0%

$3,604-100.0%

$3,966-100.0%

Admin fee / account holder

$54

$96-44.3%

$5,421-99.0%

$100-46.4%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY5+ years

Filed as: JOHN HANCOCK RETIREMENT SRVCS INC.

Service code 15 · EIN 01-0233346

Recordkeeping

$133,170

INGRAM MARINE GROUP RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INGRAM MARINE GROUP RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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