Retirement plan

BENEFIT PROVIDERS LLC MULTIPLE EMPLOYER RETIREMENT PLAN - BH MID ATLANTIC INC

Name: BH MID ATLANTIC INC - BENEFIT PROVIDERS LLC MULTIPLE EMPLOYER RETIREMENT PLAN - BH MID ATLANTIC INC (2018) Form 5500
Creator: BH MID ATLANTIC INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BENEFIT PROVIDERS LLC MULTIPLE EMPLOYER RETIREMENT PLAN - BH MID ATLANTIC INC, BH MID ATLANTIC INC

BH MID ATLANTIC INCEIN 26-2776191Plan #333PY 2018

9104 INDUSTRY DR - MANASSAS PARK, VA 201114832703-257-7555mrnussbaum.comLinkedIn11-50 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$81K

+18.7% from 2017

Total participants

-69.2% from 2017

Average account balance

$20,128

+18.7% from 2017

Annual return

-15.16%

-31.80 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$499K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

77.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3808

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 codes2F2G2J3D

Plan features

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

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

Expense breakdown

Schedule H Part II

Admin total

$89

$22 / participant

Other / not subdivided$89100.0%

% of EOY assets

0.111%

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

$20,128

$97,729-79.4%

$83,830-76.0%

$135,379-85.1%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-15.16%

1287.52%-1302.7pp

850.97%-866.1pp

519.79%-534.9pp

Employer contribution / active EE

$2,259

$4,222-46.5%

$3,631-37.8%

$4,779-52.7%

Participant deferral / active EE

$3,482

$4,683-25.7%

$4,082-14.7%

$5,609-37.9%

Admin fee / account holder

$22

$6,674-99.7%

$5,479-99.6%

$10,828-99.8%

BENEFIT PROVIDERS LLC MULTIPLE EMPLOYER RETIREMENT PLAN - BH MID ATLANTIC INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BENEFIT PROVIDERS LLC MULTIPLE EMPLOYER RETIREMENT PLAN - BH MID ATLANTIC INC

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