Retirement plan

BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Name: BRADFORD WHITE CORPORATION - BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT (2016) Form 5500
Creator: BRADFORD WHITE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT, BRADFORD WHITE CORPORATION

BRADFORD WHITE CORPORATIONEIN 23-2384646Plan #007PY 2016

725 TALAMORE DRIVE - AMBLER, PA 190021815215-641-9400bradfordwhite.comLinkedIn1001-5000 employeesconsumer services

Other plans on this EIN

3 filings

#003Retirement-$50.3M assets #011Retirement-$23.7M assets #012Retirement-$13.5M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$756.5M

-9.9% from 2016

Total participants

224

-4.5% from 2016

Average account balance

$3,377,206

-5.7% from 2016

Annual return

25.96%

-4.22 pp from 2016

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

Participant deferral / active EE

median $2,546

Employer contribution / active EE

$21,257

median $1,035

Participation rate

100.0%

median 80.2%

100

Avg account balance

$3,377,206

median $46,924

Admin fee / account holder

median $70

Annual return

25.96%

median 7.30%

Overall peer rank

95of 100

95th percentileavg across 6 metrics

Analytics

2015 - 2024

Total assets (EOY)

Plan-year ending balance

$1.80B

Average account balance

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

$3.1M

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

580

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.3%

Contributions (total)

Employer and participant dollars contributed each year

$38.46M

Contributions per participant

Average employer and participant contribution per enrolled participant

$71K

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.58%

Admin fee / account holder

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

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Mutual / pooled
Stocks
Bonds
Cash
Real estate
Loans

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 codes2P2Q3I3H

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KREISCHER MILLER
Auditor EIN: 231980475
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,377,206

$60,165+5513.2%

$74,184+4452.5%

$55,167+6021.7%

Participation rate

100.0%

74.2%+25.8pp

76.6%+23.4pp

69.0%+31.0pp

Annual return

25.96%

10.00%+16.0pp

17.74%+8.2pp

169.23%-143.3pp

Employer contribution / active EE

$21,257

$1,600+1228.9%

$2,370+796.9%

$1,963+983.1%

Participant deferral / active EE

$2,973-100.0%

$3,550-100.0%

$3,054-100.0%

Admin fee / account holder

$419-100.0%

$5,586-100.0%

$504-100.0%

BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

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