Retirement plan

BOC INTERNATIONAL, INC. 401(K) PLAN

Name: BOC INTERNATIONAL, INC. - BOC INTERNATIONAL, INC. 401(K) PLAN (2016) Form 5500
Creator: BOC INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOC INTERNATIONAL, INC. 401(K) PLAN, BOC INTERNATIONAL, INC.

BOC INTERNATIONAL, INC.EIN 04-3194617Plan #001PY 2016

21 DRYDOCK AVE, 5TH FLOOR - BOSTON, MA 02210617-345-0050bocintl.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+27.2% from 2015

Total participants

+2.0% from 2015

Average account balance

$55,603

+62.2% from 2015

Annual return

13.80%

+11.84 pp from 2015

Benchmarks

See 3,429 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,429 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.25M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

133.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$667K

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

+18.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9065

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 codes2E2F2G2J3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$55K

$1197 / participant

Other / not subdivided$55K100.0%

% of EOY assets

2.476%

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

$55,603

$47,944+16.0%

$67,834-18.0%

$62,881-11.6%

Participation rate

73.9%

61.1%+12.8pp

68.8%+5.1pp

69.3%+4.6pp

Annual return

13.80%

11.77%+2.0pp

138.47%-124.7pp

20.14%-6.3pp

Employer contribution / active EE

$2,379

$1,562+52.3%

$2,403-1.0%

$2,281+4.3%

Participant deferral / active EE

$3,902

$2,247+73.7%

$3,160+23.5%

$3,203+21.8%

Admin fee / account holder

$1,377

$3,712-62.9%

$4,622-70.2%

$4,296-67.9%

BOC INTERNATIONAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOC INTERNATIONAL, INC. 401(K) 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