Retirement plan

STAR TRANSPORTATION, LLC 401(K) PROFIT SHARING PLAN

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

STAR TRANSPORTATION, LLCEIN 71-0755489Plan #001PY 2017

PO BOX 2067 - JONESBORO, AR 724022067870-336-1385startransportationllc.comLinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+22.6% from 2016

Total participants

116

+6.4% from 2016

Average account balance

$29,757

+26.8% from 2016

Annual return

13.06%

+12.81 pp from 2016

Benchmarks

See 2,040 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,040 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.06M

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.

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.

44.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$238K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1798

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

Top 2 by compensation

Provider	Service type	Compensation
CPI QUALIFIED PLAN CONSULTANTS, INC1 year Filed as: CPI QUALIFIED PLAN CONSULTANTS,INC. Service code 15 · EIN 48-1205033	Recordkeeping	$15,853
CPI QUALIFIED PLAN CONSULTANTS, INC1 year Service code 60	Sub-TA Fees	$0

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$16K

$198 / participant

Contract admin$16K100.0%

% of EOY assets

0.612%

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: JONES & COMPANY, LTD
Auditor EIN: 710629531
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,757

$56,110-47.0%

$94,993-68.7%

$70,126-57.6%

Participation rate

63.7%

65.0%-1.2pp

73.9%-10.1pp

69.5%-5.8pp

Annual return

13.06%

51.02%-38.0pp

27.14%-14.1pp

73.15%-60.1pp

Employer contribution / active EE

$1,789

$1,442+24.1%

$2,603-31.3%

$2,343-23.6%

Participant deferral / active EE

$2,636

$2,391+10.2%

$3,317-20.5%

$3,332-20.9%

Admin fee / account holder

$182

$3,456-94.7%

$4,960-96.3%

$4,645-96.1%

Provider

Service type

Compensation

CPI QUALIFIED PLAN CONSULTANTS, INC1 year

Filed as: CPI QUALIFIED PLAN CONSULTANTS,INC.

Service code 15 · EIN 48-1205033

Recordkeeping

$15,853

CPI QUALIFIED PLAN CONSULTANTS, INC1 year

Service code 60

Sub-TA Fees

STAR TRANSPORTATION, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAR TRANSPORTATION, 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