Retirement plan

BF&M COMPASS 401(K) U.S. MULTIPLE EMPLOYER PLAN AS ADOPTED BY ARCADIAN RISK CAPITAL LIMITED

Name: BF&M LIMITED MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS - BF&M COMPASS 401(K) U.S. MULTIPLE EMPLOYER PLAN AS ADOPTED BY ARCADIAN RISK CAPITAL LIMITED (2022) Form 5500
Creator: BF&M LIMITED MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BF&M COMPASS 401(K) U.S. MULTIPLE EMPLOYER PLAN AS ADOPTED BY ARCADIAN RISK CAPITAL LIMITED, BF&M LIMITED MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS

BF&M LIMITED MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORSEIN 30-0915055Plan #010PY 2022

701 WESTCHESTER AVE, SUITE 320E - WHITE PLAINS, NY 10604800-872-3473

Other plans on this EIN

9 filings

#008Retirement-$1.0M assets #009Retirement-$671K assets #002Retirement-$509K assets #004Retirement-$463K assets #006Retirement-$347K assets #007Retirement-$334K assets #001Retirement-$298K assets #005Retirement-$180K assets #003Retirement-$121K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$33K

+1645.3% from 2021

Total participants

0.0% from 2021

Average account balance

$33,126

+1645.3% from 2021

Annual return

-132.88%

-132.88 pp from 2021

Benchmarks

See 35,209 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort35,209 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-131.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$95

$95 / participant

Other / not subdivided$95100.0%

% of EOY assets

0.287%

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

$33,126

$167,522-80.2%

$151,639-78.2%

$134,532-75.4%

Participation rate

100.0%

88.4%+11.6pp

87.5%+12.5pp

81.2%+18.8pp

Annual return

-132.88%

7.81%-140.7pp

3.34%-136.2pp

418.27%-551.1pp

Employer contribution / active EE

$13,125

$6,828+92.2%

$6,165+112.9%

$4,741+176.8%

Participant deferral / active EE

$20,625

$8,986+129.5%

$8,363+146.6%

$6,401+222.2%

Admin fee / account holder

$95

$13,780-99.3%

$11,613-99.2%

$11,429-99.2%

BF&M COMPASS 401(K) U.S. MULTIPLE EMPLOYER PLAN AS ADOPTED BY ARCADIAN RISK CAPITAL LIMITED

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BF&M COMPASS 401(K) U.S. MULTIPLE EMPLOYER PLAN AS ADOPTED BY ARCADIAN RISK CAPITAL LIMITED

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