Retirement plan

D. H. BLAIR INVESTMENT BANKING CORP. EMPLOYEES SAVING PLAN

Name: D. H. BLAIR INVESTMENT BANKING C - D. H. BLAIR INVESTMENT BANKING CORP. EMPLOYEES SAVING PLAN (2018) Form 5500
Creator: D. H. BLAIR INVESTMENT BANKING C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D. H. BLAIR INVESTMENT BANKING CORP. EMPLOYEES SAVING PLAN, D. H. BLAIR INVESTMENT BANKING C

D. H. BLAIR INVESTMENT BANKING CEIN 13-3612293Plan #001PY 2018

44 WALL ST 2ND FL - NEW YORK, NY 10005212-495-4500LinkedIn11-50 employeesinvestment banking

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$3.7M

-3.4% from 2017

Total participants

0.0% from 2017

Average account balance

$312,368

-11.5% from 2017

Annual return

-5.87%

-25.61 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.98M

Not enough data

1 years with asset history on file

Average account balance

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

$331K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60038

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 codes2E2F2G2J2T3D

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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$312,368

$160,059+95.2%

$140,019+123.1%

$135,380+130.7%

Participation rate

69.2%

88.5%-19.3pp

87.5%-18.3pp

82.6%-13.4pp

Annual return

-5.87%

911.48%-917.4pp

651.17%-657.0pp

519.81%-525.7pp

Employer contribution / active EE

$6,420-100.0%

$5,605-100.0%

$4,779-100.0%

Participant deferral / active EE

$7,353

$7,641-3.8%

$6,927+6.2%

$5,609+31.1%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

D. H. BLAIR INVESTMENT BANKING CORP. EMPLOYEES SAVING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

D. H. BLAIR INVESTMENT BANKING CORP. EMPLOYEES SAVING PLAN

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