Retirement plan

B. & R. MACHINE, INC. 401(K) PLAN AND TRUST

Name: B. & R. MACHINE, INC. - B. & R. MACHINE, INC. 401(K) PLAN AND TRUST (2016) Form 5500
Creator: B. & R. MACHINE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B. & R. MACHINE, INC. 401(K) PLAN AND TRUST, B. & R. MACHINE, INC.

B. & R. MACHINE, INC.EIN 04-2897052Plan #001PY 2016

305-A MOODY ROAD - LUDLOW, MA 01056413-547-2920brmachineinc.comLinkedIn11-50 employees

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$32,109

No prior year

Annual return

7.74%

No prior year

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$271K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11665

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

0 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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$112 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.324%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,109

$60,349-46.8%

$74,184-56.7%

$62,881-48.9%

Participation rate

100.0%

72.7%+27.3pp

76.6%+23.4pp

69.3%+30.7pp

Annual return

7.74%

21.38%-13.6pp

17.74%-10.0pp

20.14%-12.4pp

Employer contribution / active EE

$1,701

$1,680+1.3%

$2,370-28.2%

$2,281-25.4%

Participant deferral / active EE

$861

$2,856-69.9%

$3,550-75.8%

$3,203-73.1%

Admin fee / account holder

$104

$4,261-97.6%

$5,586-98.1%

$4,296-97.6%

B. & R. MACHINE, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

B. & R. MACHINE, INC. 401(K) PLAN AND TRUST

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