Retirement plan

BARLOW CHEVROLET, INC. PENSION PLAN

Name: BARLOW CHEVROLET, INC. - BARLOW CHEVROLET, INC. PENSION PLAN (2016) Form 5500
Creator: BARLOW CHEVROLET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARLOW CHEVROLET, INC. PENSION PLAN, BARLOW CHEVROLET, INC.

BARLOW CHEVROLET, INC.EIN 22-1923253Plan #001PY 2016

6057 US 130 - DELRAN, NJ 08075856-461-8400barlowcompany.comLinkedIn51-200 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.3M

+10.7% from 2015

Total participants

-13.6% from 2015

Average account balance

$113,251

+10.7% from 2015

Annual return

6.65%

+6.73 pp from 2015

Benchmarks

See 142,404 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants25-99

Cohort142,404 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.89M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

119.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$610K

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

+6.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27818

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 codes2C2H2T3D3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$145K

$3449 / participant

Other / not subdivided$145K100.0%

% of EOY assets

2.284%

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

$113,251

$62,881+80.1%

Participation rate

97.6%

69.3%+28.3pp

Annual return

6.65%

20.14%-13.5pp

Employer contribution / active EE

$2,025

$2,281-11.2%

Participant deferral / active EE

$6,204

$3,203+93.7%

Admin fee / account holder

$2,587

$4,296-39.8%

BARLOW CHEVROLET, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARLOW CHEVROLET, INC. PENSION 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