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 (2022) 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 2022

7 SUTTON PLACE SOUTH - LAWRENCE, NY 11559212-495-4500LinkedIn11-50 employeesinvestment banking

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

-34.7% from 2021

Total participants

-9.1% from 2021

Average account balance

$377,844

-34.7% from 2021

Annual return

-17.74%

-43.11 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.53M

Not enough data

1 years with asset history on file

Average account balance

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

$393K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+21.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16610

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

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

$959K

$119820 / participant

Other / not subdivided$959K100.0%

% of EOY assets

28.188%

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

$377,844

$138,102+173.6%

$125,381+201.4%

$134,532+180.9%

Participation rate

87.5%

84.5%+3.0pp

82.4%+5.1pp

81.2%+6.3pp

Annual return

-17.74%

750.73%-768.5pp

572.31%-590.0pp

418.27%-436.0pp

Employer contribution / active EE

$5,245-100.0%

$4,815-100.0%

$4,741-100.0%

Participant deferral / active EE

$9,208

$7,801+18.0%

$7,448+23.6%

$6,401+43.9%

Admin fee / account holder

$106,507

$11,568+820.7%

$10,007+964.3%

$11,429+831.9%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D. H. BLAIR INVESTMENT BANKING CORP. EMPLOYEES SAVING 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