Retirement plan

NORTHPORT DISTRIBUTION PROFIT SHARING PLAN

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

NORTHPORT DISTRIBUTION LLCEIN 76-0825890Plan #001PY 2017

101 SOUTH KING ST. - GLOUCESTER CITY, NJ 08030856-742-3171LinkedIn11-50 employeespackage/freight delivery

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$326K

+47.6% from 2016

Total participants

+25.8% from 2016

Average account balance

$10,882

+47.6% from 2016

Annual return

20.07%

+9.94 pp from 2016

Benchmarks

See 445 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort445 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

146.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$291K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3803

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 codes2E3D2G2J2F2T3H

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$158 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.838%

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

$10,882

$49,791-78.1%

$78,210-86.1%

$70,126-84.5%

Participation rate

76.3%

62.3%+14.0pp

68.7%+7.6pp

69.5%+6.8pp

Annual return

20.07%

20.75%-0.7pp

40.90%-20.8pp

73.15%-53.1pp

Employer contribution / active EE

$1,754

$1,430+22.7%

$2,034-13.7%

$2,343-25.1%

Participant deferral / active EE

$2,150-100.0%

$2,823-100.0%

$3,332-100.0%

Admin fee / account holder

$200

$3,181-93.7%

$3,758-94.7%

$4,645-95.7%

NORTHPORT DISTRIBUTION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHPORT DISTRIBUTION 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