Retirement plan

BEVERAGE DISTRIBUTION SAVINGS PLAN

Name: BEVERAGE DISTRIBUTION CENTER, INC. - BEVERAGE DISTRIBUTION SAVINGS PLAN (2020) Form 5500
Creator: BEVERAGE DISTRIBUTION CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEVERAGE DISTRIBUTION SAVINGS PLAN, BEVERAGE DISTRIBUTION CENTER, INC.

BEVERAGE DISTRIBUTION CENTER, INC.EIN 23-2706970Plan #003PY 2020

8275 U.S. ROUTE 130 - PENNSAUKEN, NJ 08110856-662-6767LinkedIn1001-5000 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$27.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$207.7M

-3.9% from 2016

Total participants

1,652

-9.2% from 2016

Average account balance

$144,843

+8.8% from 2016

Annual return

11.64%

-7.35 pp from 2016

Benchmarks

See 216 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort216 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$205.69M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

1,594

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.

82.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930	Recordkeeping	$123,765

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

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.
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.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$124K

$100 / participant

Contract admin$124K100.0%

% of EOY assets

0.060%

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: MARGOLIN, WINER & EVENS, LLP
Auditor EIN: 111558868
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,843

$72,066+101.0%

$81,726+77.2%

$90,274+60.4%

Participation rate

82.5%

78.9%+3.6pp

72.0%+10.5pp

73.4%+9.1pp

Annual return

11.64%

15.92%-4.3pp

29.49%-17.9pp

53.97%-42.3pp

Employer contribution / active EE

$3,564

$2,335+52.6%

$4,311-17.3%

$2,523+41.2%

Participant deferral / active EE

$3,103

$3,557-12.8%

$7,108-56.3%

$4,231-26.6%

Admin fee / account holder

$86

$92-6.5%

$5,160-98.3%

$114-24.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6+ years

Filed as: VANGUARD GROUP, INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$123,765

BEVERAGE DISTRIBUTION SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEVERAGE DISTRIBUTION SAVINGS 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