Retirement plan

BEL FUSE, INC. EMPLOYEES' SAVINGS PLAN

Name: BEL FUSE, INC. - BEL FUSE, INC. EMPLOYEES' SAVINGS PLAN (2017) Form 5500
Creator: BEL FUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEL FUSE, INC. EMPLOYEES' SAVINGS PLAN, BEL FUSE, INC.

BEL FUSE, INC.EIN 22-1463699Plan #001PY 2017

206 VAN VORST STREET - JERSEY CITY, NJ 07302201-432-0463belfuse.comLinkedIn1001-5000 employeeselectrical/electronic manufacturing

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed December 27, 2018

Plan administrator

Plan administrator name— Sign in and upgrade to view

206 Van Vorst Street

Jersey City State: NJ Zip Code: 07302

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Plans declared (1)

Bel Fuse Inc. Executive Nonqualified Excess Plan655 emp

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Total assets (EOY)

$46M

+18.2% from 2016

Total participants

700

+3.6% from 2016

Average account balance

$71,170

+13.3% from 2016

Annual return

13.80%

-1.48 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$95.87M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

715

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.92M

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

+21.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$164

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

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969	Recordkeeping	$89,031

Plan features & details

Pension benefit codes2E2I2J2K2O2H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$89K

$160 / participant

Contract admin$89K100.0%

% of EOY assets

0.193%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WISS & COMPANY, LLP
Auditor EIN: 221732349
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,170

$69,305+2.7%

$82,312-13.5%

$69,631+2.2%

Participation rate

90.5%

80.3%+10.2pp

76.9%+13.6pp

70.7%+19.8pp

Annual return

13.80%

21.47%-7.7pp

25.88%-12.1pp

27571.02%-27557.2pp

Employer contribution / active EE

$2,763

$1,887+46.5%

$2,428+13.8%

$2,032+36.0%

Participant deferral / active EE

$5,331

$3,568+49.4%

$3,706+43.8%

$3,224+65.4%

Admin fee / account holder

$138

$97+41.6%

$5,608-97.5%

$110+24.6%

Provider

Service type

Compensation

NEWPORT GROUP, INC.2 years

Filed as: NEWPORT GROUP, INC

Service code 15 · EIN 27-2037969

Recordkeeping

$89,031

BEL FUSE, INC. EMPLOYEES' SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEL FUSE, INC. EMPLOYEES' SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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