Retirement plan

BHK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Name: BHK HOLDINGS, LLC - BHK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BHK HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BHK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN, BHK HOLDINGS, LLC

BHK HOLDINGS, LLCEIN 20-2454472Plan #001PY 2017

2200 LAKESHORE DRIVE, SUITE 250 - BIRMINGHAM, AL 35209205-322-9025

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3M

-73.1% from 2016

Total participants

-18.2% from 2016

Average account balance

$330,931

-73.1% from 2016

Annual return

23.67%

+9.75 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.40M

Not enough data

1 years with asset history on file

Average account balance

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

$900K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+22.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14822

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 codes2E2G3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$11.0M

$1219207 / participant

Other / not subdivided$11M100.0%

% of EOY assets

368.418%

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

$330,931

$171,867+92.6%

$149,721+121.0%

$147,586+124.2%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

23.67%

2113.36%-2089.7pp

1501.67%-1478.0pp

578.59%-554.9pp

Employer contribution / active EE

$16,656

$6,275+165.4%

$5,444+205.9%

$4,876+241.6%

Participant deferral / active EE

$11,475

$7,270+57.8%

$6,568+74.7%

$5,439+111.0%

Admin fee / account holder

$1,219,207

$13,799+8735.3%

$11,282+10706.3%

$10,886+11100.0%

BHK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BHK HOLDINGS, LLC 401(K) PROFIT SHARING 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