Retirement plan

BERKSHIRE COUNTY REGIONAL EMPLOYMENT BOARD, INC. COMBINED 403(B)

Name: BERKSHIRE COUNTY REGINAAL EMPLOYMENT BOARD, INC. - BERKSHIRE COUNTY REGIONAL EMPLOYMENT BOARD, INC. COMBINED 403(B) (2018) Form 5500
Creator: BERKSHIRE COUNTY REGINAAL EMPLOYMENT BOARD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERKSHIRE COUNTY REGIONAL EMPLOYMENT BOARD, INC. COMBINED 403(B), BERKSHIRE COUNTY REGINAAL EMPLOYMENT BOARD, INC.

BERKSHIRE COUNTY REGINAAL EMPLOYMENT BOARD, INC.dba MASSHIRE BERKSHIRE WORKFORCE BOARDEIN 04-3291395Plan #001PY 2018

75 S CHURCH ST STE 355 - PITTSFIELD, MA 012016157413-442-7177berkshirereb.orgLinkedIn1-10 employeesmedical devices

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$393K

+2.1% from 2017

Total participants

0.0% from 2017

Average account balance

$56,091

+2.1% from 2017

Annual return

-3.55%

-22.49 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$968K

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+20.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$56,091

$95,188-41.1%

$76,518-26.7%

$135,379-58.6%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-3.55%

4.85%-8.4pp

-0.27%-3.3pp

519.79%-523.3pp

Employer contribution / active EE

$3,013

$3,303-8.8%

$2,647+13.8%

$4,779-37.0%

Participant deferral / active EE

$4,260

$4,640-8.2%

$3,836+11.1%

$5,609-24.1%

Admin fee / account holder

$6,249-100.0%

$4,849-100.0%

$10,828-100.0%

BERKSHIRE COUNTY REGIONAL EMPLOYMENT BOARD, INC. COMBINED 403(B)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BERKSHIRE COUNTY REGIONAL EMPLOYMENT BOARD, INC. COMBINED 403(B)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion