Retirement plan

B BLAIR CORPORATION 401(K) PLAN

Name: B BLAIR CORPORATION - B BLAIR CORPORATION 401(K) PLAN (2020) Form 5500
Creator: B BLAIR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B BLAIR CORPORATION 401(K) PLAN, B BLAIR CORPORATION

B BLAIR CORPORATIONEIN 23-3018616Plan #001PY 2020

95 LOUISE DRIVE - IVYLAND, PA 18974215-672-8787

Prospect flagsLow fidelity bond

Top hat statement on fileNQDC

Filed December 21, 2017 (most recent of 2 filings on file)

Plan administrator

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95 Louise Drive

Ivyland State: PA Zip Code: 18974

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Plans declared (1)

B. Blair Non Qualified Plan10 emp

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Total assets (EOY)

$755K

+55.2% from 2019

Total participants

+10.0% from 2019

Average account balance

$17,161

+41.1% from 2019

Annual return

21.64%

-3.02 pp from 2019

Benchmarks

See 3,735 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,735 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

39.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1947

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 codes2E2F2G2J3D

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.
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

1 tripped

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

$506

$12 / participant

Other / not subdivided$506100.0%

% of EOY assets

0.067%

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

$17,161

$59,839-71.3%

$81,991-79.1%

$79,852-78.5%

Participation rate

100.0%

61.6%+38.4pp

69.3%+30.7pp

69.6%+30.4pp

Annual return

21.64%

17.56%+4.1pp

41.31%-19.7pp

31.72%-10.1pp

Employer contribution / active EE

$332

$1,713-80.6%

$2,498-86.7%

$2,471-86.6%

Participant deferral / active EE

$3,380

$2,695+25.4%

$3,722-9.2%

$3,740-9.6%

Admin fee / account holder

$12

$4,287-99.7%

$5,665-99.8%

$5,306-99.8%

B BLAIR CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

B BLAIR CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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