Retirement plan

J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN

Name: J.B. HUNT TRANSPORT SERVICES, INC. - J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN (2017) Form 5500
Creator: J.B. HUNT TRANSPORT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN, J.B. HUNT TRANSPORT SERVICES, INC.

J.B. HUNT TRANSPORT SERVICES, INC.EIN 71-0335111Plan #001PY 2017

P.O. BOX 130 - LOWELL, AR 727450130479-820-0000jbhunt.comLinkedIn10001+ employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 29, 2006 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$784M

+17.1% from 2016

Total participants

28,022

+11.1% from 2016

Average account balance

$36,418

+9.3% from 2016

Annual return

16.39%

+1.10 pp from 2016

Benchmarks

See 41 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants>=10,000

Cohort41 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41B

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

26,216

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.

64.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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 5 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH3+ years Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085	Recordkeeping	$1,119,321
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282	Advisory (Plan)	$55,000
MCAFEE & TAFT2 years Service code 29 · EIN 73-0781676	Legal	$35,773
DATA FORMS, INC1 year Service code 38 · EIN 71-0563633	Participant Communication	$28,676
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596	Accounting	$27,500

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$51 / participant

Investment mgmt$55K4.3%
Other / not subdivided$1M95.7%

% of EOY assets

0.162%

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: ERNST & YOUNG
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,418

$106,972-66.0%

$71,671-49.2%

$80,976-55.0%

Participation rate

73.9%

64.4%+9.5pp

68.7%+5.2pp

68.3%+5.7pp

Annual return

16.39%

23.84%-7.4pp

20.65%-4.3pp

22.91%-6.5pp

Employer contribution / active EE

$676

$4,034-83.2%

$2,460-72.5%

$2,402-71.9%

Participant deferral / active EE

$2,167

$3,800-43.0%

$3,438-37.0%

$3,848-43.7%

Admin fee / account holder

$59

$97-39.1%

$5,558-98.9%

$67-12.8%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH3+ years

Filed as: BANK OF AMERICA MERRILL LYNCH

Service code 15 · EIN 13-5674085

Recordkeeping

$1,119,321

LOCKTON INVESTMENT ADVISORS, LLC3+ years

Filed as: LOCKTON INVESTMENT ADVISORS

Service code 27 · EIN 20-8874282

Advisory (Plan)

$55,000

MCAFEE & TAFT2 years

Service code 29 · EIN 73-0781676

Legal

$35,773

DATA FORMS, INC1 year

Service code 38 · EIN 71-0563633

Participant Communication

$28,676

ERNST & YOUNG LLP3+ years

Filed as: ERNST & YOUNG

Service code 10 · EIN 34-6565596

Accounting

$27,500

J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN

Top hat statement on fileNQDC

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