Retirement plan

BAE INDUSTRIES, INC.

Name: BAE INDUSTRIES, INC. - BAE INDUSTRIES, INC. (2016) Form 5500
Creator: BAE INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAE INDUSTRIES, INC., BAE INDUSTRIES, INC.

BAE INDUSTRIES, INC.EIN 38-1944452Plan #001PY 2016

26020 SHERWOOD AVE - WARREN, MI 480911252586-754-3000baeind.comLinkedIn201-500 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.3M

+9.0% from 2015

Total participants

381

+14.8% from 2015

Average account balance

$31,018

-3.0% from 2015

Annual return

7.46%

+9.00 pp from 2015

Benchmarks

See 2,356 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.85M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

350

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$315

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
WATKINS ROSS2+ years Filed as: WATKINS ROSS & CO. Service code 64 · EIN 38-1477362 161 OTTAWA AVENUE · GRAND RAPIDS, MI 49503	Recordkeeping Fees	$23,751
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA FINANCIAL, INC Service code 27 · EIN 47-1566880 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746	Advisory (Plan)	$21,388
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105	Bank Trustee	$0

Plan features & details

Pension benefit codes2E2J2K2S3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$45K

$138 / participant

Other / not subdivided$45K100.0%

% of EOY assets

0.396%

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: CLAYTON & MCKERVEY P.C.
Auditor EIN: 382383796
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,018

$63,905-51.5%

$74,184-58.2%

$57,658-46.2%

Participation rate

94.4%

79.8%+14.7pp

76.6%+17.8pp

70.2%+24.2pp

Annual return

7.46%

60.60%-53.1pp

17.74%-10.3pp

5.13%+2.3pp

Employer contribution / active EE

$827

$1,840-55.1%

$2,370-65.1%

$1,974-58.1%

Participant deferral / active EE

$2,840

$3,448-17.6%

$3,550-20.0%

$3,061-7.2%

Admin fee / account holder

$123

$91+34.8%

$5,586-97.8%

$95+29.8%

Provider

Service type

Compensation

WATKINS ROSS2+ years

Filed as: WATKINS ROSS & CO.

Service code 64 · EIN 38-1477362

161 OTTAWA AVENUE · GRAND RAPIDS, MI 49503

Recordkeeping Fees

$23,751

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA FINANCIAL, INC

Service code 27 · EIN 47-1566880

1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746

Advisory (Plan)

$21,388

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB BANK

Service code 21 · EIN 42-1558009

211 MAIN STREET · SAN FRANCISCO, CA 94105

Bank Trustee

BAE INDUSTRIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAE INDUSTRIES, INC.

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