Retirement plan

ZB EXPRESS RETIREMENT PLAN

Name: ZB EXPRESS, INC. - ZB EXPRESS RETIREMENT PLAN (2022) Form 5500
Creator: ZB EXPRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZB EXPRESS RETIREMENT PLAN, ZB EXPRESS, INC.

ZB EXPRESS, INC.EIN 83-4132813Plan #001PY 2022

9544 CHESAPEAKE STREET - HIGHLANDS RANCH, CO 80126970-567-7717

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$229K

+18.4% from 2021

Total participants

0.0% from 2021

Average account balance

$114,446

+18.4% from 2021

Annual return

38.36%

-43.73 pp from 2021

Benchmarks

See 22,373 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,373 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$504K

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+49.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21342

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 codes2E2G2J

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.

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

$85K

$42606 / participant

Other / not subdivided$85K100.0%

% of EOY assets

37.228%

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

$114,446

$100,792+13.5%

$86,691+32.0%

$134,509-14.9%

Participation rate

100.0%

78.9%+21.1pp

76.6%+23.4pp

81.2%+18.8pp

Annual return

38.36%

29.08%+9.3pp

35.94%+2.4pp

418.13%-379.8pp

Employer contribution / active EE

$12,031

$3,491+244.7%

$2,837+324.1%

$4,741+153.8%

Participant deferral / active EE

$11,260

$5,339+110.9%

$4,656+141.8%

$6,400+75.9%

Admin fee / account holder

$42,606

$10,924+290.0%

$7,492+468.7%

$11,427+272.9%

ZB EXPRESS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZB EXPRESS RETIREMENT 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