Retirement plan

BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN

Name: BSC COMPANIES, INC - BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN (2019) 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 2019

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

Other plans on this EIN

2 filings

#001Retirement-$2.0M assets #002Retirement-$464K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.8M

+18.3% from 2018

Total participants

198

+7.0% from 2018

Average account balance

$118,982

+5.3% from 2018

Annual return

23.19%

+29.07 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 82 DEVONSHIRE STREET · BOSTON, MA 02109	Advisory (Plan)	$12,474

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

$13K

$104 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.059%

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: JESSON, OSLIN & ASSOCIATES, LLP
Auditor EIN: 043442418
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,982

$89,652+32.7%

$141,191-15.7%

$65,185+82.5%

Participation rate

95.4%

74.7%+20.7pp

82.5%+12.9pp

70.2%+25.2pp

Annual return

23.19%

32.79%-9.6pp

71.41%-48.2pp

29.38%-6.2pp

Employer contribution / active EE

$2,201

$3,065-28.2%

$4,736-53.5%

$2,177+1.1%

Participant deferral / active EE

$9,072

$5,691+59.4%

$6,710+35.2%

$3,514+158.2%

Admin fee / account holder

$70

$569-87.6%

$10,264-99.3%

$847-91.7%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.3 years

Filed as: STRATEGIC ADVISORS INC

Service code 27 · EIN 04-2654524

82 DEVONSHIRE STREET · BOSTON, MA 02109

Advisory (Plan)

$12,474

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