Retirement plan

EMPLOYEE BENEFIT PLAN OF BDR TRANSPORT, INC.

Name: BDR TRANSPORT, INC. - EMPLOYEE BENEFIT PLAN OF BDR TRANSPORT, INC. (2016) Form 5500
Creator: BDR TRANSPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF BDR TRANSPORT, INC., BDR TRANSPORT, INC.

BDR TRANSPORT, INC.EIN 03-0224102Plan #001PY 2016

7994 U S ROUTE 5 - WESTMINSTER, VT 05158802-463-0606

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+5.7% from 2015

Total participants

0.0% from 2015

Average account balance

$56,639

+9.6% from 2015

Annual return

4.95%

+1.22 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+7.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27760

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$102K

$5086 / participant

Other / not subdivided$102K100.0%

% of EOY assets

6.651%

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

$56,639

$83,337-32.0%

$67,834-16.5%

$273,972-79.3%

Participation rate

95.0%

76.4%+18.6pp

68.8%+26.2pp

83.0%+12.0pp

Annual return

4.95%

259.45%-254.5pp

138.47%-133.5pp

41.46%-36.5pp

Employer contribution / active EE

$958

$3,287-70.9%

$2,403-60.2%

$4,869-80.3%

Participant deferral / active EE

$4,632

$4,088+13.3%

$3,160+46.6%

$5,287-12.4%

Admin fee / account holder

$3,767

$6,752-44.2%

$4,622-18.5%

$10,133-62.8%

EMPLOYEE BENEFIT PLAN OF BDR TRANSPORT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF BDR TRANSPORT, INC.

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