Retirement plan

WILLIAM BARTHMAN JEWELERS, LTD RETIREMENT PLAN & TRUST

Name: WILLIAM BARTHMAN JEWELERS, LTD - WILLIAM BARTHMAN JEWELERS, LTD RETIREMENT PLAN & TRUST (2015) Form 5500
Creator: WILLIAM BARTHMAN JEWELERS, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM BARTHMAN JEWELERS, LTD RETIREMENT PLAN & TRUST, WILLIAM BARTHMAN JEWELERS, LTD

WILLIAM BARTHMAN JEWELERS, LTDEIN 13-3160261Plan #001PY 2015

176 BROADWAY - NEW YORK, NY 10038212-732-0890williambarthman.comLinkedIn11-50 employeesluxury goods & jewelry

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$447K

No prior year

Total participants

No prior year

Average account balance

$40,620

No prior year

Annual return

0.50%

No prior year

Benchmarks

See 15,269 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort15,269 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

58.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$137K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$601

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 codes2E2F2G2J3D2T

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.
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

2 tripped

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

$210

$11 / participant

Other / not subdivided$210100.0%

% of EOY assets

0.047%

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

$40,620

$82,630-50.8%

$64,105-36.6%

$125,389-67.6%

Participation rate

42.1%

75.9%-33.7pp

68.2%-26.1pp

83.2%-41.1pp

Annual return

0.50%

1489.72%-1489.2pp

791.24%-790.7pp

282.24%-281.7pp

Employer contribution / active EE

$2,671-100.0%

$1,820-100.0%

$4,866-100.0%

Participant deferral / active EE

$1,500

$3,608-58.4%

$2,822-46.8%

$5,352-72.0%

Admin fee / account holder

$19

$6,382-99.7%

$4,499-99.6%

$9,541-99.8%

WILLIAM BARTHMAN JEWELERS, LTD RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAM BARTHMAN JEWELERS, LTD RETIREMENT PLAN & 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