Retirement plan

BELLEFIELD BOILER PLANT COOPERATIVE 401(K) PLAN

Name: BELLEFIELD BOILER PLANT COOPERATIVE - BELLEFIELD BOILER PLANT COOPERATIVE 401(K) PLAN (2020) Form 5500
Creator: BELLEFIELD BOILER PLANT COOPERATIVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BELLEFIELD BOILER PLANT COOPERATIVE 401(K) PLAN, BELLEFIELD BOILER PLANT COOPERATIVE

BELLEFIELD BOILER PLANT COOPERATIVEEIN 25-0965575Plan #002PY 2020

4400 FORBES AVE - PITTSBURGH, PA 152134007412-622-3180

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+1.6% from 2019

Total participants

+7.1% from 2019

Average account balance

$249,656

+1.6% from 2019

Annual return

10.14%

-10.01 pp from 2019

Benchmarks

See 1,417 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,417 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.80M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$189K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8126

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$442K

$31568 / participant

Other / not subdivided$442K100.0%

% of EOY assets

12.645%

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

$249,656

$111,301+124.3%

$112,977+121.0%

$158,982+57.0%

Participation rate

92.9%

83.5%+9.4pp

82.6%+10.3pp

82.0%+10.9pp

Annual return

10.14%

26.40%-16.3pp

24.24%-14.1pp

302.99%-292.9pp

Employer contribution / active EE

$5,955

$4,471+33.2%

$4,255+40.0%

$4,763+25.0%

Participant deferral / active EE

$4,625

$5,880-21.3%

$5,836-20.7%

$5,983-22.7%

Admin fee / account holder

$31,568

$8,392+276.2%

$6,294+401.6%

$11,252+180.6%

BELLEFIELD BOILER PLANT COOPERATIVE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BELLEFIELD BOILER PLANT COOPERATIVE 401(K) 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