Retirement plan

BROOKSIDE IMPORT SPECIALTIES PROFIT SHARING PLAN

Name: BROOKSIDE IMPORT SPECIALTIES, INC. - BROOKSIDE IMPORT SPECIALTIES PROFIT SHARING PLAN (2017) Form 5500
Creator: BROOKSIDE IMPORT SPECIALTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROOKSIDE IMPORT SPECIALTIES PROFIT SHARING PLAN, BROOKSIDE IMPORT SPECIALTIES, INC.

BROOKSIDE IMPORT SPECIALTIES, INC.EIN 06-1081958Plan #001PY 2017

550 EAST MAIN STREET - BRANFORD, CT 06405203-488-6569p21s.comLinkedIn1-10 employeesconsumer electronics

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+18.5% from 2016

Total participants

0.0% from 2016

Average account balance

$584,398

+18.5% from 2016

Annual return

18.83%

+11.37 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.58M

Not enough data

1 years with asset history on file

Average account balance

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

$597K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19571

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 codes2G

Plan features

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$64K

$15915 / participant

Other / not subdivided$64K100.0%

% of EOY assets

2.723%

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

$584,398

$144,130+305.5%

$117,861+395.8%

$147,586+296.0%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

18.83%

531.20%-512.4pp

335.11%-316.3pp

578.59%-559.8pp

Employer contribution / active EE

$14,168

$4,897+189.3%

$3,786+274.2%

$4,876+190.5%

Participant deferral / active EE

$5,316-100.0%

$4,482-100.0%

$5,439-100.0%

Admin fee / account holder

$15,915

$10,887+46.2%

$8,021+98.4%

$10,886+46.2%

BROOKSIDE IMPORT SPECIALTIES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROOKSIDE IMPORT SPECIALTIES 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