Retirement plan

THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN

Name: BODYCOTE IMT, INC. - THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN (2015) Form 5500
Creator: BODYCOTE IMT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN, BODYCOTE IMT, INC.

BODYCOTE IMT, INC.EIN 04-2438005Plan #001PY 2015

155 RIVER STREET - ANDOVER, MA 01810978-470-1620

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$83.3M

No prior year

Total participants

2,079

No prior year

Average account balance

$41,755

No prior year

Annual return

0.93%

No prior year

Benchmarks

See 742 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort742 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$140.10M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

1,936

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 5 by compensation

Provider	Service type	Compensation
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584	Recordkeeping	$321,951
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 27 PO BOX 27449 · NEW YORK, NY 10087	Advisory (Plan)	$90,000
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303	Advisory (Participants)	$29,949
BKD, LLP1+ years Service code 10 1901 S MEYER ROAD · OAKBROOK TERRACE, IL 60181	Accounting	$23,750
ROPES & GRAY LLP1+ years Service code 29 PRUDENTIAL TOWER · BOSTON, MA 021993600	Legal	$9,148

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$61K

$41 / participant

Other / not subdivided$61K100.0%

% of EOY assets

0.073%

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: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,755

$71,957-42.0%

$67,652-38.3%

$59,188-29.5%

Participation rate

94.3%

82.7%+11.6pp

75.7%+18.6pp

69.4%+24.9pp

Annual return

0.93%

8.53%-7.6pp

6625.40%-6624.5pp

5.51%-4.6pp

Employer contribution / active EE

$2,131

$2,432-12.4%

$2,266-6.0%

$2,098+1.6%

Participant deferral / active EE

$3,122

$4,211-25.9%

$3,560-12.3%

$3,265-4.4%

Admin fee / account holder

$30

$64-52.5%

$4,821-99.4%

$92-66.9%

Provider

Service type

Compensation

MERCER1+ years

Filed as: MERCER HR SERVICES, LLC

Service code 15

INVESTORS WAY · NORWOOD, MA 020621584

Recordkeeping

$321,951

MMA SECURITIES LLC1+ years

Filed as: MMC SECURITIES CORP

Service code 27

PO BOX 27449 · NEW YORK, NY 10087

Advisory (Plan)

$90,000

FINANCIAL ENGINES1+ years

Service code 26

1804 EMBARCADERO ROAD · PALO ALTO, CA 94303

Advisory (Participants)

$29,949

BKD, LLP1+ years

Service code 10

1901 S MEYER ROAD · OAKBROOK TERRACE, IL 60181

Accounting

$23,750

ROPES & GRAY LLP1+ years

Service code 29

PRUDENTIAL TOWER · BOSTON, MA 021993600

Legal

$9,148

THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BODYCOTE INTERNATIONAL, INC. 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