Retirement plan

EMPLOYEE BENEFIT PLAN OF BDR TRANSPORT, INC.

Name: BDR TRANSPORT, INC. - EMPLOYEE BENEFIT PLAN OF BDR TRANSPORT, INC. (2019) 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 2019

7994 U S ROUTE 5 - WESTMINSTER, VT 051589756802-463-0606

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+23.8% from 2018

Total participants

-3.8% from 2018

Average account balance

$95,592

+29.0% from 2018

Annual return

20.17%

+25.13 pp from 2018

Benchmarks

See 6,730 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,730 peers

Snapshot2019

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 codes2F2G3D

Plan features

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.
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

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

$48K

$2837 / participant

Other / not subdivided$48K100.0%

% of EOY assets

2.102%

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

$95,592

$96,508-0.9%

$75,901+25.9%

$152,897-37.5%

Participation rate

94.1%

76.2%+17.9pp

69.3%+24.8pp

82.5%+11.7pp

Annual return

20.17%

33.99%-13.8pp

30.76%-10.6pp

345.43%-325.3pp

Employer contribution / active EE

$1,156

$3,310-65.1%

$2,501-53.8%

$4,764-75.7%

Participant deferral / active EE

$5,649

$4,554+24.1%

$3,603+56.8%

$5,851-3.5%

Admin fee / account holder

$2,009

$8,081-75.1%

$5,420-62.9%

$11,599-82.7%

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