Retirement plan

BLACKHAWK VETERINARY SERVICES, LTD. RETIREMENT SAVINGS PLAN

Name: BLACKHAWK VETERINARY SERVICES, LTD. - BLACKHAWK VETERINARY SERVICES, LTD. RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: BLACKHAWK VETERINARY SERVICES, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLACKHAWK VETERINARY SERVICES, LTD. RETIREMENT SAVINGS PLAN, BLACKHAWK VETERINARY SERVICES, LTD.

BLACKHAWK VETERINARY SERVICES, LTD.EIN 36-2726706Plan #001PY 2017

5548 RT. 72 EAST - BYRON, IL 61010815-234-5424blackhawk-vet.comLinkedIn11-50 employeesveterinary

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+20.5% from 2016

Total participants

0.0% from 2016

Average account balance

$105,263

+20.5% from 2016

Annual return

15.71%

+9.37 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

188.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$176K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+17.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1424

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 codes2E2F2G2J3D

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.
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

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

$27K

$2264 / participant

Other / not subdivided$27K100.0%

% of EOY assets

2.151%

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

$105,263

$150,446-30.0%

$136,297-22.8%

$147,585-28.7%

Participation rate

83.3%

84.4%-1.1pp

81.9%+1.4pp

82.8%+0.5pp

Annual return

15.71%

1049.14%-1033.4pp

5156.19%-5140.5pp

578.58%-562.9pp

Employer contribution / active EE

$1,758

$5,256-66.6%

$4,696-62.6%

$4,876-63.9%

Participant deferral / active EE

$3,904

$6,631-41.1%

$6,247-37.5%

$5,439-28.2%

Admin fee / account holder

$2,264

$10,906-79.2%

$9,244-75.5%

$10,886-79.2%

BLACKHAWK VETERINARY SERVICES, LTD. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLACKHAWK VETERINARY SERVICES, LTD. RETIREMENT SAVINGS 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