Overview

Plan Rating

BrightScope Rating
35
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (22)
Average in Peer Group (51)
Highest in Peer Group (72)

Plan Description

W&L Mail Service, Inc Retirement Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 35. W&L Mail Service, Inc Retirement Plan currently has over 100 active participants and over $619.5K in plan assets.

Did you know?

For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (35) and the top rated plan (72) could equate to:
15
Additional years of work
274,159
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P O Box 29
  • Location
    Keysville , VA
  • 23947
  • Industry
    General Freight Trucking, Local
  • Administrator
    Richard Jubb
  • Net Plan Assets
    $620,000
  • Total Participants
    180
  • Avg Account Balance
    $4,300

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Poor
Account Balance:
Below Avg.

Peer Group Plans

Company Rating
Frontier Tank Lines 58.3
Blue Water Trucking 53.3
Barlow Company 52.7
Superior Truck Lines 48.9
Federated Logistics 48.8
LLL Holdings 39.2
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

7

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Stadion Domestic Equity Strategy 20%
N/A
Stadion Dynamic Trend Strategy 16%
N/A
Stadion Cyclical Trend Strategy 16%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Mutual of Omaha Insurance Company
Insurance Advisor/Broker
Evelyn Wilkerson
Insurance Advisor/Broker
Mlm Financial Management
Recordkeeper
Mutual of Omaha Insurance Company
Auditor
Bethke CPA, LLC

Articles and Questions

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