Retirement plan

BROTHERHOOD'S RELIEF AND COMPENSATION FUND 401K

Name: BROTHERHOODS RELIEF AND COMPEN - BROTHERHOOD'S RELIEF AND COMPENSATION FUND 401K (2016) Form 5500
Creator: BROTHERHOODS RELIEF AND COMPEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROTHERHOOD'S RELIEF AND COMPENSATION FUND 401K, BROTHERHOODS RELIEF AND COMPEN

BROTHERHOODS RELIEF AND COMPENEIN 23-0436880Plan #002PY 2016

2150 LINGLESTOWN ROAD - HARRISBURG, PA 17110717-657-1890brcf.orgLinkedIn51-200 employees

Other plans on this EIN

1 filing

#001Retirement-$12.9M assets

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$521K

No prior year

Total participants

No prior year

Average account balance

$32,590

No prior year

Annual return

10.94%

No prior year

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3941

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$32,590

$153,769-78.8%

$133,975-75.7%

$273,972-88.1%

Participation rate

81.3%

88.4%-7.1pp

87.1%-5.8pp

83.0%-1.8pp

Annual return

10.94%

36.51%-25.6pp

29.29%-18.4pp

41.46%-30.5pp

Employer contribution / active EE

$6,029-100.0%

$5,211-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,190

$6,958-39.8%

$6,282-33.3%

$5,287-20.7%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

BROTHERHOOD'S RELIEF AND COMPENSATION FUND 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BROTHERHOOD'S RELIEF AND COMPENSATION FUND 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion