Retirement plan

FRANK BRUNCKHORST COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN

Name: FRANK BRUNCKHORST CO., LLC - FRANK BRUNCKHORST COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: FRANK BRUNCKHORST CO., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANK BRUNCKHORST COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN, FRANK BRUNCKHORST CO., LLC

FRANK BRUNCKHORST CO., LLCEIN 11-0589012Plan #010PY 2015

24 ROCK STREET - BROOKLYN, NY 11206718-456-3600LinkedIn11-50 employeesfood production

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

210

No prior year

Average account balance

$20,396

No prior year

Annual return

-1.65%

No prior year

Benchmarks

See 834 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort834 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.53M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

139

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.

71.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$505K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279

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 3 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$14,703
TRITON SERVICES CORPORATION1+ years Service code 15 · EIN 11-3187413 10432 BALLS FORD ROAD STE 100 · MANASSAS, VA 20109	Recordkeeping	$8,304
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 33 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921210000	Securities brokerage	$0

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

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.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$47 / participant

Contract admin$9K100.0%

% of EOY assets

0.387%

all-in expense ratio

Categories reported

1 / 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: JOHN R WYNN CPA PC
Auditor EIN: 261449578
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,396

$43,550-53.2%

$63,244-67.8%

$52,331-61.0%

Participation rate

51.0%

65.7%-14.7pp

71.0%-20.0pp

68.1%-17.1pp

Annual return

-1.65%

2.03%-3.7pp

-70.31%+68.7pp

4.54%-6.2pp

Employer contribution / active EE

$1,351-100.0%

$2,322-100.0%

$1,882-100.0%

Participant deferral / active EE

$1,379

$2,254-38.8%

$2,953-53.3%

$3,022-54.4%

Admin fee / account holder

$79

$387-79.6%

$5,893-98.7%

$592-86.7%

Provider

Service type

Compensation

NATIONWIDE1+ years

Service code 15 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$14,703

TRITON SERVICES CORPORATION1+ years

Service code 15 · EIN 11-3187413

10432 BALLS FORD ROAD STE 100 · MANASSAS, VA 20109

Recordkeeping

$8,304

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL LLC

Service code 33

9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921210000

Securities brokerage

FRANK BRUNCKHORST COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRANK BRUNCKHORST COMPANY UNION 401(K) RETIREMENT SAVINGS 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