Retirement plan

BATTALION ONE FIRE PROTECTION 401(K) PROFIT SHARING PLAN

Name: BATTALION ONE FIRE PROTECTION - BATTALION ONE FIRE PROTECTION 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: BATTALION ONE FIRE PROTECTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BATTALION ONE FIRE PROTECTION 401(K) PROFIT SHARING PLAN, BATTALION ONE FIRE PROTECTION

BATTALION ONE FIRE PROTECTIONEIN 26-1718625Plan #001PY 2016

14755 CATALINA ST - SAN LEANDRO, CA 945776609510-653-8075battaliononefire.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$721K

+47.6% from 2015

Total participants

+10.0% from 2015

Average account balance

$42,435

+38.9% from 2015

Annual return

13.45%

+16.00 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.02M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

56.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$449K

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

+19.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5521

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$33K

$1014 / participant

Other / not subdivided$33K100.0%

% of EOY assets

4.637%

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

$42,435

$56,894-25.4%

$84,753-49.9%

$62,881-32.5%

Participation rate

51.5%

68.5%-17.0pp

76.6%-25.1pp

69.3%-17.8pp

Annual return

13.45%

6.30%+7.1pp

22.78%-9.3pp

20.14%-6.7pp

Employer contribution / active EE

$2,117

$2,400-11.8%

$3,574-40.8%

$2,281-7.2%

Participant deferral / active EE

$3,860

$2,709+42.5%

$3,712+4.0%

$3,203+20.5%

Admin fee / account holder

$1,968

$3,581-45.0%

$5,333-63.1%

$4,296-54.2%

BATTALION ONE FIRE PROTECTION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BATTALION ONE FIRE PROTECTION 401(K) PROFIT SHARING 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