Retirement plan

GATEWAY REFRIGERATED WAREHOUSE, LLC 401K PLAN

Name: GATEWAY REFRIGERATED WAREHOUSE, - GATEWAY REFRIGERATED WAREHOUSE, LLC 401K PLAN (2018) Form 5500
Creator: GATEWAY REFRIGERATED WAREHOUSE,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GATEWAY REFRIGERATED WAREHOUSE, LLC 401K PLAN, GATEWAY REFRIGERATED WAREHOUSE,

GATEWAY REFRIGERATED WAREHOUSE,EIN 81-4944872Plan #001PY 2018

18249 QUARRY ROAD - WARRENTON, MO 63383636-757-5070

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$398K

+64.5% from 2017

Total participants

-50.0% from 2017

Average account balance

$9,488

+64.5% from 2017

Annual return

33.16%

+33.16 pp from 2017

Benchmarks

See 458 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort458 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$561K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

186.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

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

+9.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6325

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

$3K

$75 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.735%

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

$9,488

$44,103-78.5%

$75,826-87.5%

$64,173-85.2%

Participation rate

94.9%

62.7%+32.1pp

68.2%+26.7pp

69.6%+25.3pp

Annual return

33.16%

-4.72%+37.9pp

1914.15%-1881.0pp

7.63%+25.5pp

Employer contribution / active EE

$1,446-100.0%

$1,913-100.0%

$2,381-100.0%

Participant deferral / active EE

$1,950

$2,204-11.5%

$2,862-31.9%

$3,470-43.8%

Admin fee / account holder

$70

$3,506-98.0%

$4,726-98.5%

$4,887-98.6%

GATEWAY REFRIGERATED WAREHOUSE, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GATEWAY REFRIGERATED WAREHOUSE, LLC 401K 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