Retirement plan

ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME HOURLY EMPLOYEES' 401(K) PLAN

Name: ROBERT BOSCH FUEL SYSTEMS LLC - ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME HOURLY EMPLOYEES' 401(K) PLAN (2018) 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 HOURLY EMPLOYEES' 401(K) PLAN, ROBERT BOSCH FUEL SYSTEMS LLC

ROBERT BOSCH FUEL SYSTEMS LLCEIN 36-3818702Plan #003PY 2018

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

Other plans on this EIN

1 filing

#002Retirement-$88.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.5M

-8.7% from 2017

Total participants

189

+13.9% from 2017

Average account balance

$64,548

-22.2% from 2017

Annual return

-4.65%

-19.04 pp from 2017

Benchmarks

See 4,209 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,209 peers

Snapshot2018

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 LLP2 years Filed as: PWC Service code 10 · EIN 13-4008324	Accounting	$39,375
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$6,170
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 60 · EIN 04-2647786	Sub-TA Fees	$4,795

Plan features & details

Pension benefit codes2F2G2J2R2T3B3D3H2E

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.
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.
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

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

$50K

$359 / participant

Investment mgmt$6K12.3%
Other / not subdivided$44K87.7%

% of EOY assets

0.481%

all-in expense ratio

Categories reported

1 / 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

$64,548

$59,191+9.1%

$76,767-15.9%

$56,289+14.7%

Participation rate

80.7%

75.2%+5.5pp

77.0%+3.8pp

69.9%+10.9pp

Annual return

-4.65%

6.62%-11.3pp

2.43%-7.1pp

-9.96%+5.3pp

Employer contribution / active EE

$829

$1,759-52.9%

$2,485-66.6%

$2,111-60.7%

Participant deferral / active EE

$1,810

$3,255-44.4%

$3,852-53.0%

$3,350-46.0%

Admin fee / account holder

$311

$489-36.5%

$6,675-95.3%

$521-40.4%

Provider

Service type

Compensation

PRICEWATERHOUSECOOPERS LLP2 years

Filed as: PWC

Service code 10 · EIN 13-4008324

Accounting

$39,375

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$6,170

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$4,795

ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME HOURLY EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT BOSCH FUEL SYSTEMS LLC BURLINGAME HOURLY EMPLOYEES' 401(K) 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