Retirement plan

BRADFIELD'S INC. OF CENTRAL ILLINOIS PROFIT SHARING PLAN

Name: BRADFIELDS COMPUTER SUPPLY - BRADFIELD'S INC. OF CENTRAL ILLINOIS PROFIT SHARING PLAN (2020) Form 5500
Creator: BRADFIELDS COMPUTER SUPPLY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRADFIELD'S INC. OF CENTRAL ILLINOIS PROFIT SHARING PLAN, BRADFIELDS COMPUTER SUPPLY

BRADFIELDS COMPUTER SUPPLYEIN 37-1020629Plan #001PY 2020

2306 SW ADAMS - PEORIA, IL 61602309-676-0404

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$944K

+15.3% from 2019

Total participants

-3.6% from 2019

Average account balance

$41,049

+25.3% from 2019

Annual return

13.22%

-10.56 pp from 2019

Benchmarks

See 18,871 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,871 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

104.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

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

+20.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3319

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

$32K

$1706 / participant

Other / not subdivided$32K100.0%

% of EOY assets

3.434%

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

$41,049

$112,935-63.7%

$90,970-54.9%

$158,966-74.2%

Participation rate

78.9%

74.7%+4.2pp

69.0%+9.9pp

82.0%-3.0pp

Annual return

13.22%

215.79%-202.6pp

134.58%-121.4pp

302.95%-289.7pp

Employer contribution / active EE

$2,895-100.0%

$2,122-100.0%

$4,762-100.0%

Participant deferral / active EE

$2,544

$4,129-38.4%

$3,373-24.6%

$5,983-57.5%

Admin fee / account holder

$1,410

$8,045-82.5%

$5,960-76.3%

$11,250-87.5%

BRADFIELD'S INC. OF CENTRAL ILLINOIS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRADFIELD'S INC. OF CENTRAL ILLINOIS 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