Retirement plan

BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN

Name: BSC COMPANIES, INC - BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN (2018) 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, INCEIN 04-2399903Plan #003PY 2018

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

Other plans on this EIN

2 filings

#001Retirement-$1.7M assets #002Retirement-$408K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.3M

-4.8% from 2017

Total participants

185

+7.6% from 2017

Average account balance

$112,954

-7.6% from 2017

Annual return

-5.88%

-25.20 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Top 1 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 82 DEVONSHIRE STREET · BOSTON, MA 02109	Advisory (Plan)	$10,141

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

$11K

$96 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.058%

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,
Auditor EIN: 043442418
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,954

$73,102+54.5%

$123,553-8.6%

$56,289+100.7%

Participation rate

88.0%

74.3%+13.7pp

82.3%+5.7pp

69.9%+18.2pp

Annual return

-5.88%

3.01%-8.9pp

119.21%-125.1pp

-9.96%+4.1pp

Employer contribution / active EE

$2,474

$2,977-16.9%

$4,628-46.5%

$2,111+17.2%

Participant deferral / active EE

$10,453

$5,423+92.8%

$6,426+62.7%

$3,350+212.0%

Admin fee / account holder

$66

$554-88.1%

$9,284-99.3%

$521-87.3%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.2 years

Filed as: STRATEGIC ADVISORS INC

Service code 27 · EIN 04-2654524

82 DEVONSHIRE STREET · BOSTON, MA 02109

Advisory (Plan)

$10,141

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