Retirement plan

DIMENSION TRANSPORTATION SYSTEM 401K PLAN

Name: DIMENSION TRANSPORTATION SYSTEM - DIMENSION TRANSPORTATION SYSTEM 401K PLAN (2022) Form 5500
Creator: DIMENSION TRANSPORTATION SYSTEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIMENSION TRANSPORTATION SYSTEM 401K PLAN, DIMENSION TRANSPORTATION SYSTEM

DIMENSION TRANSPORTATION SYSTEMEIN 83-1714445Plan #001PY 2022

PO BOX 1262 - WESTMONT, IL 60559630-254-8070LinkedIn1-10 employees

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$100K

+43.3% from 2021

Total participants

+20.0% from 2021

Average account balance

$25,094

+7.4% from 2021

Annual return

-34.50%

-53.55 pp from 2021

Benchmarks

See 8,690 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,690 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$430K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

55.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$561

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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$691

$115 / participant

Other / not subdivided$691100.0%

% of EOY assets

0.688%

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

$25,094

$82,288-69.5%

$68,790-63.5%

$134,493-81.3%

Participation rate

66.7%

75.1%-8.4pp

69.0%-2.4pp

81.2%-14.6pp

Annual return

-34.50%

-2.19%-32.3pp

-6.38%-28.1pp

418.01%-452.5pp

Employer contribution / active EE

$2,770

$3,301-16.1%

$2,655+4.3%

$4,740-41.6%

Participant deferral / active EE

$6,310

$4,738+33.2%

$3,941+60.1%

$6,400-1.4%

Admin fee / account holder

$173

$6,482-97.3%

$4,934-96.5%

$11,425-98.5%

DIMENSION TRANSPORTATION SYSTEM 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIMENSION TRANSPORTATION SYSTEM 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