U.S. Xpress Enterprises, Incorporated

51
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
51
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (39)
Average in Peer Group (65)
Highest in Peer Group (92)

Plan Description

Xpressavings 401k Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 51. Xpressavings 401k Plan currently has over 8,000 active participants and over $66.5M in plan assets.

Did you know?

For the average 401k participant, the 41 point difference between this plan's BrightScope Rating (51) and the top rated plan (92) could equate to:
22
Additional years of work
265,575
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 4080 Jenkins Road
  • Location
    Chattanooga , TN
  • 37421
  • Industry
    Transportation and Warehousing
  • Administrator
    Morgan Hopkins
  • Net Plan Assets
    $66,500,000
  • Total Participants
    8,100
  • Avg Account Balance
    $14,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Peer Group Plans

Company Rating
New Prime 66.8
Ruan 65.3
Dayton Freight Lines 63.7
Crete Carrier 62.4
Kenan Advantage Group 57.9
Roadrunner Transportation Services 57.6
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 43%
26%
MainStay Large Cap Growth 12%
34%
Diversified Stable Pooled Fund 9%
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
Recordkeeper
Transamerica
Consultant
LPL Financial Corp. (NRP)
Auditor
Lattimore, Black, Morgan & Cain

Articles and Questions

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