Retirement plan

GREATER BURLINGTON INDUSTRIAL CORPORATION 401(K) PLAN

Name: GREATER BURLINGTON INDUSTRIAL CORP - GREATER BURLINGTON INDUSTRIAL CORPORATION 401(K) PLAN (2017) Form 5500
Creator: GREATER BURLINGTON INDUSTRIAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER BURLINGTON INDUSTRIAL CORPORATION 401(K) PLAN, GREATER BURLINGTON INDUSTRIAL CORP

GREATER BURLINGTON INDUSTRIAL CORPEIN 03-0188746Plan #001PY 2017

P.O. BOX 786 - BURLINGTON, VT 05402802-862-5726

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$793K

+16.5% from 2016

Total participants

0.0% from 2016

Average account balance

$198,180

+16.5% from 2016

Annual return

8.95%

+1.31 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$430K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

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

+18.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$240

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$280

$93 / participant

Other / not subdivided$280100.0%

% of EOY assets

0.035%

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

$198,180

$99,031+100.1%

$86,597+128.9%

$147,585+34.3%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

8.95%

1312.56%-1303.6pp

964.96%-956.0pp

578.57%-569.6pp

Employer contribution / active EE

$3,588

$3,132+14.6%

$2,840+26.4%

$4,876-26.4%

Participant deferral / active EE

$13,583

$3,972+241.9%

$3,609+276.4%

$5,439+149.8%

Admin fee / account holder

$70

$5,711-98.8%

$4,906-98.6%

$10,885-99.4%

GREATER BURLINGTON INDUSTRIAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREATER BURLINGTON INDUSTRIAL CORPORATION 401(K) 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