Retirement plan

ATSG LOGISTIC SUPPORT SERVICE INC 401K PLAN

Name: ATSG LOGISTIC SUPPORT SERVICE INC - ATSG LOGISTIC SUPPORT SERVICE INC 401K PLAN (2019) Form 5500
Creator: ATSG LOGISTIC SUPPORT SERVICE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATSG LOGISTIC SUPPORT SERVICE INC 401K PLAN, ATSG LOGISTIC SUPPORT SERVICE INC

ATSG LOGISTIC SUPPORT SERVICE INCEIN 90-0239169Plan #001PY 2019

9526 ARGYLE FOREST BLVD B2 #504 - JACKSONVILLE, FL 32222904-962-2324atsgsupport.comLinkedIn11-50 employeesairlines/aviation

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$386K

+92.0% from 2018

Total participants

+12.9% from 2018

Average account balance

$15,457

-15.5% from 2018

Annual return

27.29%

+36.80 pp from 2018

Benchmarks

See 8,599 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,599 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

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.
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

$6K

$240 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.556%

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

$15,457

$54,757-71.8%

$90,304-82.9%

$72,975-78.8%

Participation rate

60.0%

65.2%-5.2pp

73.3%-13.3pp

69.5%-9.5pp

Annual return

27.29%

30.63%-3.3pp

78.13%-50.8pp

81.01%-53.7pp

Employer contribution / active EE

$1,139

$2,093-45.6%

$2,855-60.1%

$2,440-53.3%

Participant deferral / active EE

$4,207

$2,887+45.7%

$3,885+8.3%

$3,608+16.6%

Admin fee / account holder

$240

$3,973-93.9%

$5,354-95.5%

$5,124-95.3%

ATSG LOGISTIC SUPPORT SERVICE INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATSG LOGISTIC SUPPORT SERVICE INC 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