Retirement plan

BCM INKS U.S.A., INC. PROFIT SHARING PLAN

Name: BCM INKS U.S.A., INC. - BCM INKS U.S.A., INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: BCM INKS U.S.A., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BCM INKS U.S.A., INC. PROFIT SHARING PLAN, BCM INKS U.S.A., INC.

BCM INKS U.S.A., INC.EIN 31-1259368Plan #001PY 2017

11400 DEERFIELD ROAD - CINCINNATI, OH 45242513-469-0400

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.2M

+23.4% from 2016

Total participants

-4.8% from 2016

Average account balance

$220,724

+36.4% from 2016

Annual return

17.41%

+8.81 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.60M

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$322K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2798

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$66K

$3909 / participant

Other / not subdivided$66K100.0%

% of EOY assets

1.584%

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

$220,724

$98,240+124.7%

$82,312+168.2%

$147,586+49.6%

Participation rate

94.1%

79.7%+14.4pp

76.9%+17.2pp

82.8%+11.3pp

Annual return

17.41%

30.85%-13.4pp

25.88%-8.5pp

578.59%-561.2pp

Employer contribution / active EE

$7,457

$3,192+133.6%

$2,428+207.1%

$4,876+52.9%

Participant deferral / active EE

$5,492

$4,383+25.3%

$3,706+48.2%

$5,439+1.0%

Admin fee / account holder

$3,497

$8,563-59.2%

$5,608-37.6%

$10,886-67.9%

BCM INKS U.S.A., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BCM INKS U.S.A., INC. 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