Retirement plan

BLAIR SUPPLY CORPORATION 401(K) SAVINGS & SECURITY PLAN

Name: BLAIR SUPPLY CORPORATION - BLAIR SUPPLY CORPORATION 401(K) SAVINGS & SECURITY PLAN (2019) Form 5500
Creator: BLAIR SUPPLY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLAIR SUPPLY CORPORATION 401(K) SAVINGS & SECURITY PLAN, BLAIR SUPPLY CORPORATION

BLAIR SUPPLY CORPORATIONEIN 16-0821240Plan #002PY 2019

785 BEAHAN ROAD - ROCHESTER, NY 146243522585-436-9624blairsupplyusa.comLinkedIn1-10 employeeseducation management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+4.4% from 2018

Total participants

+11.1% from 2018

Average account balance

$127,592

-6.1% from 2018

Annual return

1.23%

-13.71 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.89M

Not enough data

1 years with asset history on file

Average account balance

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

$325K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59056

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$19K

$1259 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.740%

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

$127,592

$107,353+18.9%

$92,903+37.3%

$152,885-16.5%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

1.23%

145.62%-144.4pp

109.43%-108.2pp

345.39%-344.2pp

Employer contribution / active EE

$2,972

$4,222-29.6%

$3,653-18.6%

$4,763-37.6%

Participant deferral / active EE

$2,639

$4,848-45.6%

$4,238-37.7%

$5,851-54.9%

Admin fee / account holder

$944

$7,081-86.7%

$5,795-83.7%

$11,598-91.9%

BLAIR SUPPLY CORPORATION 401(K) SAVINGS & SECURITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLAIR SUPPLY CORPORATION 401(K) SAVINGS & SECURITY 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