Retirement plan

BNW CONTRACTING, INC., EMPLOYEE STOCK OWNERSHIP PLAN

Name: BNW CONTRACTING, INC. - BNW CONTRACTING, INC., EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: BNW CONTRACTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BNW CONTRACTING, INC., EMPLOYEE STOCK OWNERSHIP PLAN, BNW CONTRACTING, INC.

BNW CONTRACTING, INC.EIN 27-0937563Plan #001PY 2017

13570 MEADOWGRASS DR STE 100 - COLORADO SPRINGS, CO 809213058719-466-5631LinkedIn11-50 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+29.6% from 2016

Total participants

-21.4% from 2016

Average account balance

$161,864

-41.1% from 2016

Annual return

29.59%

+7.03 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.00M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$181K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

-19.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4213

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 codes2E2O2Q

Plan features

2E
Profit-sharing
Profit-sharing plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

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

$186K

$16936 / participant

Other / not subdivided$186K100.0%

% of EOY assets

10.463%

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

$161,864

$101,063+60.2%

$81,473+98.7%

$147,586+9.7%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

29.59%

32.41%-2.8pp

38.78%-9.2pp

578.59%-549.0pp

Employer contribution / active EE

$16,936

$3,206+428.3%

$2,568+559.5%

$4,876+247.3%

Participant deferral / active EE

$4,242-100.0%

$3,537-100.0%

$5,439-100.0%

Admin fee / account holder

$16,936

$5,812+191.4%

$4,561+271.3%

$10,886+55.6%

BNW CONTRACTING, INC., EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BNW CONTRACTING, INC., EMPLOYEE STOCK OWNERSHIP 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