Retirement plan

BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN

Name: BSC COMPANIES, INC. - BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN (2016) Form 5500
Creator: BSC COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN, BSC COMPANIES, INC.

BSC COMPANIES, INC.EIN 04-2399903Plan #003PY 2016

803 SUMMER STREET - BOSTON, MA 021271652617-896-4300LinkedIn51-200 employeescivil engineering

Other plans on this EIN

2 filings

#001Retirement-$1.5M assets #002Retirement-$380K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18M

+11.3% from 2015

Total participants

171

+4.3% from 2015

Average account balance

$108,200

+3.9% from 2015

Annual return

10.49%

+8.54 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.89M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

244

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.

85.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+23.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$47 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.028%

all-in expense ratio

Categories reported

0 / 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: GOSULE, BUTKUS & JESSON, LLP
Auditor EIN: 043442418
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$108,200

$75,183+43.9%

$123,894-12.7%

$55,167+96.1%

Participation rate

95.3%

72.8%+22.5pp

81.4%+13.9pp

69.0%+26.3pp

Annual return

10.49%

19.01%-8.5pp

47.52%-37.0pp

169.23%-158.7pp

Employer contribution / active EE

$2,204

$2,823-21.9%

$4,617-52.3%

$1,963+12.3%

Participant deferral / active EE

$9,381

$5,084+84.5%

$5,984+56.8%

$3,054+207.1%

Admin fee / account holder

$30

$663-95.4%

$8,357-99.6%

$504-94.0%

BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING 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