Retirement plan

BLAUER MANUFACTURING CO., INC. 401K RETIREMENT PLAN

Name: BLAUER MANUFACTURING CO., INC. - BLAUER MANUFACTURING CO., INC. 401K RETIREMENT PLAN (2017) Form 5500
Creator: BLAUER MANUFACTURING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLAUER MANUFACTURING CO., INC. 401K RETIREMENT PLAN, BLAUER MANUFACTURING CO., INC.

BLAUER MANUFACTURING CO., INC.EIN 04-1094570Plan #002PY 2017

20 ABERDEEN STREET - BOSTON, MA 02215617-536-6606LinkedIn11-50 employeesretail

Prospect flagsFailed to provide benefit

How to read this page

Total assets (EOY)

$16.6M

+19.6% from 2016

Total participants

326

+11.6% from 2016

Average account balance

$54,852

+0.6% from 2016

Annual return

17.56%

+9.86 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.87M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

402

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.79M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$257

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
THOMASPARTNERS INC3+ years Filed as: THOMAS PARTNERS, INC. Service code 27 · EIN 04-2489016	Advisory (Plan)	$27,967
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782	Securities Custodian	$4,938
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 01-0233346	Recordkeeping	$1,230

Plan features & details

Pension benefit codes2E2H2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.

Expense breakdown

Schedule H Part II

Admin total

$34K

$134 / participant

Investment mgmt$34K100.0%

% of EOY assets

0.206%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DICICCO, GULMAN AND COMPANY LLP
Auditor EIN: 043296226
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,852

$69,305-20.9%

$82,312-33.4%

$69,631-21.2%

Participation rate

90.6%

80.3%+10.4pp

76.9%+13.7pp

70.7%+19.9pp

Annual return

17.56%

21.47%-3.9pp

25.88%-8.3pp

27571.02%-27553.5pp

Employer contribution / active EE

$1,968

$1,887+4.3%

$2,428-19.0%

$2,032-3.2%

Participant deferral / active EE

$2,546

$3,568-28.7%

$3,706-31.3%

$3,224-21.0%

Admin fee / account holder

$113

$97+16.5%

$5,608-98.0%

$110+2.5%

Provider

Service type

Compensation

THOMASPARTNERS INC3+ years

Filed as: THOMAS PARTNERS, INC.

Service code 27 · EIN 04-2489016

Advisory (Plan)

$27,967

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB

Service code 19 · EIN 94-1737782

Securities Custodian

$4,938

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$1,230

BLAUER MANUFACTURING CO., INC. 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLAUER MANUFACTURING CO., INC. 401K RETIREMENT 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