Retirement plan

NATIONAL BULLET PROOF, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: NATIONAL BULLET PROOF, INC. - NATIONAL BULLET PROOF, INC. 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: NATIONAL BULLET PROOF, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL BULLET PROOF, INC. 401(K) PROFIT SHARING PLAN & TRUST, NATIONAL BULLET PROOF, INC.

NATIONAL BULLET PROOF, INC.EIN 36-2965060Plan #001PY 2019

9855 S. 78TH AVE - HICKORY HILLS, IL 60457708-430-3200nationalbulletproof.comLinkedIn11-50 employeesbuilding materials

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

-0.9% from 2018

Total participants

0.0% from 2018

Average account balance

$261,507

-9.2% from 2018

Annual return

5.17%

+4.34 pp from 2018

Benchmarks

See 21,380 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,380 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$291K

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

$22K

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

+4.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10887

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$241K

$24073 / participant

Other / not subdivided$241K100.0%

% of EOY assets

7.671%

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

$261,507

$103,392+152.9%

$87,104+200.2%

$152,897+71.0%

Participation rate

90.0%

79.4%+10.6pp

76.9%+13.1pp

82.5%+7.5pp

Annual return

5.17%

28.10%-22.9pp

28.19%-23.0pp

345.43%-340.3pp

Employer contribution / active EE

$820

$3,221-74.5%

$2,521-67.5%

$4,764-82.8%

Participant deferral / active EE

$2,254

$4,778-52.8%

$4,048-44.3%

$5,851-61.5%

Admin fee / account holder

$20,061

$12,194+64.5%

$7,491+167.8%

$11,599+72.9%

NATIONAL BULLET PROOF, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL BULLET PROOF, INC. 401(K) PROFIT SHARING PLAN & TRUST

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