Retirement plan

NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP PLAN

Name: NORTH PARK TRANSPORTATION COMPANY - NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: NORTH PARK TRANSPORTATION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP PLAN, NORTH PARK TRANSPORTATION COMPANY

NORTH PARK TRANSPORTATION COMPANYEIN 84-0364105Plan #001PY 2017

5150 COLUMBINE ST - DENVER, CO 802162305303-295-0300nopk.comLinkedIn201-500 employeestransportation/trucking/railroad

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$56.7M

+1.2% from 2016

Total participants

332

-2.1% from 2016

Average account balance

$170,783

+3.3% from 2016

Annual return

9.65%

-1.14 pp from 2016

Benchmarks

See 639 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort639 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$101.08M

Not enough data

1 years with asset history on file

Average account balance

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

$246K

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.

411

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87

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 1 by compensation

Provider	Service type	Compensation
JONES MERTSCHING CPAS, P.C.3+ years Service code 10 · EIN 84-0919886 32186 CASTLE COURT SUITE 220 · EVERGREEN, CO 80439	Accounting	$10,640

Plan features & details

Pension benefit codes2E2H2J2O2Q

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$11K

$38 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.019%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JONES MERTSCHING CPAS, P.C.
Auditor EIN: 840919886
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$170,783

$44,059+287.6%

$71,671+138.3%

$69,631+145.3%

Participation rate

100.0%

60.8%+39.2pp

68.7%+31.3pp

70.7%+29.3pp

Annual return

9.65%

21.97%-12.3pp

20.65%-11.0pp

27571.02%-27561.4pp

Employer contribution / active EE

$3,497

$1,305+168.0%

$2,460+42.1%

$2,032+72.1%

Participant deferral / active EE

$2,942

$2,370+24.1%

$3,438-14.4%

$3,224-8.8%

Admin fee / account holder

$33

$108-69.4%

$5,558-99.4%

$110-70.1%

Provider

Service type

Compensation

JONES MERTSCHING CPAS, P.C.3+ years

Service code 10 · EIN 84-0919886

32186 CASTLE COURT SUITE 220 · EVERGREEN, CO 80439

Accounting

$10,640

NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP 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