Retirement plan

BARLOW CHEVROLET, INC. PENSION PLAN

Name: BARLOW CHEVROLET, INC. - BARLOW CHEVROLET, INC. PENSION PLAN (2018) 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 2018

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$7.2M

+2.4% from 2017

Total participants

+3.3% from 2017

Average account balance

$118,404

-6.0% from 2017

Annual return

-0.99%

-11.48 pp from 2017

Benchmarks

See 9,413 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,413 peers

Snapshot2018

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$211K

$4692 / participant

Other / not subdivided$211K100.0%

% of EOY assets

2.923%

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

$118,404

$50,947+132.4%

$74,549+58.8%

$64,173+84.5%

Participation rate

97.8%

61.1%+36.7pp

69.1%+28.6pp

69.6%+28.2pp

Annual return

-0.99%

-1.85%+0.9pp

32.53%-33.5pp

7.63%-8.6pp

Employer contribution / active EE

$2,157

$1,115+93.4%

$1,961+10.0%

$2,381-9.4%

Participant deferral / active EE

$7,190

$2,302+212.4%

$3,108+131.3%

$3,470+107.2%

Admin fee / account holder

$3,461

$4,221-18.0%

$5,059-31.6%

$4,887-29.2%

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