Retirement plan

BNW CONTRACTING, INC., EMPLOYEE STOCK OWNERSHIP PLAN

Name: BNW CONTRACTING, INC. - BNW CONTRACTING, INC., EMPLOYEE STOCK OWNERSHIP PLAN (2018) 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 2018

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

+0.7% from 2017

Total participants

0.0% from 2017

Average account balance

$162,936

+0.7% from 2017

Annual return

0.67%

-28.92 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

$107K

$9699 / participant

Other / not subdivided$107K100.0%

% of EOY assets

5.953%

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

$162,936

$95,188+71.2%

$76,518+112.9%

$135,380+20.4%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

0.67%

4.85%-4.2pp

-0.27%+0.9pp

519.81%-519.1pp

Employer contribution / active EE

$9,689

$3,303+193.4%

$2,647+266.0%

$4,779+102.8%

Participant deferral / active EE

$4,640-100.0%

$3,836-100.0%

$5,609-100.0%

Admin fee / account holder

$9,699

$6,249+55.2%

$4,849+100.0%

$10,828-10.4%

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