Retirement plan

S3 INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN

Name: S3 INTERNATIONAL LLC - S3 INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: S3 INTERNATIONAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S3 INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN, S3 INTERNATIONAL LLC

S3 INTERNATIONAL LLCEIN 83-2222274Plan #001PY 2018

2101 W CAMDEN RD - MILWAUKEE, WI 532093707414-351-1506

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$763K

No prior year

Total participants

No prior year

Average account balance

$19,077

No prior year

Annual return

-8.03%

No prior year

Benchmarks

See 3,617 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,617 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.30M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

165

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.

94.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+27.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4056

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$58K

$1813 / participant

Other / not subdivided$58K100.0%

% of EOY assets

7.602%

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

$19,077

$49,280-61.3%

$67,313-71.7%

$64,173-70.3%

Participation rate

84.4%

60.8%+23.6pp

69.1%+15.3pp

69.6%+14.8pp

Annual return

-8.03%

-1.39%-6.6pp

-4.08%-4.0pp

7.63%-15.7pp

Employer contribution / active EE

$2,091

$1,668+25.3%

$2,566-18.5%

$2,381-12.2%

Participant deferral / active EE

$4,297

$2,484+73.0%

$3,568+20.4%

$3,470+23.8%

Admin fee / account holder

$1,450

$3,863-62.5%

$4,507-67.8%

$4,887-70.3%

S3 INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S3 INTERNATIONAL LLC 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