Retirement plan

BRONNER DISPLAY SIGN ADVERTISING INC PROFIT SHARING PLAN

Name: BRONNER DISPLAY SIGN ADVERTISING INC - BRONNER DISPLAY SIGN ADVERTISING INC PROFIT SHARING PLAN (2016) Form 5500
Creator: BRONNER DISPLAY SIGN ADVERTISING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRONNER DISPLAY SIGN ADVERTISING INC PROFIT SHARING PLAN, BRONNER DISPLAY SIGN ADVERTISING INC

BRONNER DISPLAY SIGN ADVERTISING INCEIN 38-1630030Plan #001PY 2016

25 CHRISTMAS LANE - FRANKENMUTH, MI 48734989-652-9931bronnerscommercial.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$22.7M

+7.0% from 2015

Total participants

262

+6.9% from 2015

Average account balance

$94,130

+5.3% from 2015

Annual return

8.45%

+8.85 pp from 2015

Benchmarks

See 438 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort438 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.28M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

241

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.

80.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$249

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 2 by compensation

Provider	Service type	Compensation
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909	Directed Trustee	$42,618
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59	Shareholder Servicing	$0

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$43K

$187 / participant

Other / not subdivided$43K100.0%

% of EOY assets

0.188%

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: YEO & YEO, PC
Auditor EIN: 382706146
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,130

$42,772+120.1%

$87,502+7.6%

$55,167+70.6%

Participation rate

90.8%

66.5%+24.3pp

73.8%+17.0pp

69.0%+21.8pp

Annual return

8.45%

21.20%-12.8pp

12.21%-3.8pp

169.23%-160.8pp

Employer contribution / active EE

$2,472

$1,277+93.6%

$2,550-3.0%

$1,963+26.0%

Participant deferral / active EE

$1,661

$2,342-29.1%

$3,149-47.3%

$3,054-45.6%

Admin fee / account holder

$177

$461-61.7%

$4,221-95.8%

$504-64.9%

Provider

Service type

Compensation

PNC BANK, N.A.2+ years

Service code 25 · EIN 25-1211909

Directed Trustee

$42,618

PNC BANK, N.A.2+ years

Filed as: PNC BANK, NATIONAL ASSOCIATION

Service code 59

Shareholder Servicing

BRONNER DISPLAY SIGN ADVERTISING INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRONNER DISPLAY SIGN ADVERTISING INC 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