Retirement plan

TRIAD LOGISTICS SERVICES CORPORATION 401(K) PLAN

Name: TRIAD LOGISTICS SERVICES CORPORATION - TRIAD LOGISTICS SERVICES CORPORATION 401(K) PLAN (2021) Form 5500
Creator: TRIAD LOGISTICS SERVICES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIAD LOGISTICS SERVICES CORPORATION 401(K) PLAN, TRIAD LOGISTICS SERVICES CORPORATION

TRIAD LOGISTICS SERVICES CORPORATIONEIN 81-0644368Plan #002PY 2021

314 LAURIE STREET - MELBOURNE, FL 32935321-254-3030

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$3.4M

+34.6% from 2020

Total participants

211

+9.3% from 2020

Average account balance

$18,655

+22.8% from 2020

Annual return

14.78%

-4.45 pp from 2020

Benchmarks

See 1,682 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,682 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.67M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

208

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.

78.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$862K

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

+10.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$451

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729	Claims processing; Legal; Recordkeepi...	$26,193
ATLASMARK FINANCIAL, INC1 year Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729	Consulting	$13,588

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$52K

$304 / participant

Investment mgmt$16K30.6%
Contract admin$26K50.7%
Other / not subdivided$10K18.7%

% of EOY assets

1.514%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SLATTERY PERKINS RAMIREZ P.C.
Auditor EIN: 203823628
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,655

$63,768-70.7%

$98,506-81.1%

$79,389-76.5%

Participation rate

83.5%

69.9%+13.7pp

73.3%+10.2pp

70.7%+12.8pp

Annual return

14.78%

626.18%-611.4pp

1494.92%-1480.1pp

116.89%-102.1pp

Employer contribution / active EE

$4,439

$2,558+73.6%

$2,961+49.9%

$2,428+82.8%

Participant deferral / active EE

$536

$3,305-83.8%

$4,277-87.5%

$4,046-86.8%

Admin fee / account holder

$282

$516-45.2%

$5,955-95.3%

$626-54.9%

Provider

Service type

Compensation

EMPLOYEE FIDUCIARY, LLC1 year

Filed as: EMPLOYEE INCENTIVE PLANS, INC.

Service code 12

12466 LOS INDIOS TRAIL · AUSTIN, TX 78729

Claims processing; Legal; Recordkeepi...

$26,193

ATLASMARK FINANCIAL, INC1 year

Service code 16

12466 LOS INDIOS TRAIL · AUSTIN, TX 78729

Consulting

$13,588

TRIAD LOGISTICS SERVICES CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIAD LOGISTICS SERVICES CORPORATION 401(K) 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