Retirement plan

BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN

Name: THE BEAVER COUNTRY DAY SCHOOL, INC. - BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN (2017) Form 5500
Creator: THE BEAVER COUNTRY DAY SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN, THE BEAVER COUNTRY DAY SCHOOL, INC.

THE BEAVER COUNTRY DAY SCHOOL, INC.EIN 04-2103869Plan #001PY 2017

791 HAMMOND STREET - CHESTNUT HILL, MA 024672317617-738-2700bcdschool.orgLinkedIn51-200 employeeseducation management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.6M

+8.3% from 2016

Total participants

335

+4.0% from 2016

Average account balance

$79,789

+5.9% from 2016

Annual return

11.83%

-52.17 pp from 2016

Benchmarks

See 1,431 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,431 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$51.53M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

356

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+12.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$151

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

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 codes2F2G2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$13 / participant

Contract admin$3K100.0%

% of EOY assets

0.013%

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: ALEXANDER, ARONSON, FINNING, & CO.
Auditor EIN: 042571780
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,789

$57,976+37.6%

$63,018+26.6%

$62,293+28.1%

Participation rate

94.2%

75.9%+18.3pp

74.8%+19.4pp

69.5%+24.7pp

Annual return

11.83%

17.54%-5.7pp

87.62%-75.8pp

28.90%-17.1pp

Employer contribution / active EE

$2,538

$2,415+5.1%

$2,761-8.1%

$2,042+24.3%

Participant deferral / active EE

$2,837

$2,956-4.0%

$3,330-14.8%

$3,169-10.5%

Admin fee / account holder

$10

$276-96.3%

$3,601-99.7%

$479-97.9%

BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 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