Retirement plan

UNIVERSAL TRAVEL SERVICES 401(K) PROFIT SHARING PLAN

Name: BOSTON STORE DRY GOODS COMPANY GUS MAYER DIVISION - UNIVERSAL TRAVEL SERVICES 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BOSTON STORE DRY GOODS COMPANY GUS MAYER DIVISION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSAL TRAVEL SERVICES 401(K) PROFIT SHARING PLAN, BOSTON STORE DRY GOODS COMPANY GUS MAYER DIVISION

BOSTON STORE DRY GOODS COMPANY GUS MAYER DIVISIONEIN 71-0835530Plan #001PY 2017

3199 DOWLEN ROAD SUITE B - BEAUMONT, TX 777066865409-892-1077

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$589K

+16.8% from 2016

Total participants

0.0% from 2016

Average account balance

$58,919

+16.8% from 2016

Annual return

13.49%

+16.21 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2446

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$17K

$1859 / participant

Other / not subdivided$17K100.0%

% of EOY assets

2.840%

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

$58,919

$101,063-41.7%

$81,473-27.7%

$147,586-60.1%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

13.49%

32.41%-18.9pp

38.78%-25.3pp

578.59%-565.1pp

Employer contribution / active EE

$1,386

$3,206-56.8%

$2,568-46.0%

$4,876-71.6%

Participant deferral / active EE

$2,215

$4,242-47.8%

$3,537-37.4%

$5,439-59.3%

Admin fee / account holder

$1,673

$5,812-71.2%

$4,561-63.3%

$10,886-84.6%

UNIVERSAL TRAVEL SERVICES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSAL TRAVEL SERVICES 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