Retirement plan

ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME 401K PLAN

Name: ROBERT BOSCH FUEL SYSTEMS LLC - ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME 401K PLAN (2015) Form 5500
Creator: ROBERT BOSCH FUEL SYSTEMS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME 401K PLAN, ROBERT BOSCH FUEL SYSTEMS LLC

ROBERT BOSCH FUEL SYSTEMS LLCEIN 36-3818702Plan #003PY 2015

2800 SOUTH 25TH AVENUE - BROADVIEW, IL 601554594708-865-5200

Other plans on this EIN

1 filing

#002Retirement-$86.6M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$11.2M

No prior year

Total participants

163

No prior year

Average account balance

$80,764

No prior year

Annual return

0.28%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.65M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

134

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.

93.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$588K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 1 NORTH WACKER DRIVE · CHICAGO, IL 60606	Accounting	$25,025
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584	Recordkeeping	$10,634
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303	Advisory (Participants)	$5,393

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$38K

$346 / participant

Other / not subdivided$38K100.0%

% of EOY assets

0.336%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PRICEWATERHOUSECOOPERS LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,764

$54,320+48.7%

$67,652+19.4%

$52,331+54.3%

Participation rate

78.0%

73.6%+4.4pp

75.7%+2.3pp

68.1%+9.9pp

Annual return

0.28%

6.81%-6.5pp

6625.40%-6625.1pp

4.54%-4.3pp

Employer contribution / active EE

$1,544-99.5%

$2,266-99.7%

$1,882-99.6%

Participant deferral / active EE

$1,986

$2,950-32.7%

$3,560-44.2%

$3,022-34.3%

Admin fee / account holder

$271

$527-48.5%

$4,821-94.4%

$592-54.2%

Provider

Service type

Compensation

PRICEWATERHOUSECOOPERS LLP1+ years

Filed as: PRICEWATERHOUSECOOPERS

Service code 10

1 NORTH WACKER DRIVE · CHICAGO, IL 60606

Accounting

$25,025

MERCER1+ years

Filed as: MERCER HR SERVICES, LLC

Service code 15

INVESTORS WAY · NORWOOD, MA 020621584

Recordkeeping

$10,634

FINANCIAL ENGINES1+ years

Service code 26

1804 EMBARCADERO ROAD · PALO ALTO, CA 94303

Advisory (Participants)

$5,393

ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME 401K 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