Retirement plan

BAY CARBON, INC PROFIT SHARING PLAN

Name: BAY CARBON INC - BAY CARBON, INC PROFIT SHARING PLAN (2018) Form 5500
Creator: BAY CARBON INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAY CARBON, INC PROFIT SHARING PLAN, BAY CARBON INC

BAY CARBON INCEIN 38-2200108Plan #002PY 2018

800 MARQUETTE - BAY CITY, MI 48706989-686-8090baycarbon.comLinkedIn11-50 employeessemiconductors

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

-20.5% from 2017

Total participants

0.0% from 2017

Average account balance

$143,542

-9.1% from 2017

Annual return

-6.58%

-10.83 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.12M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$457K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+9.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86836

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 codes2E2J

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.

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

$111K

$5827 / participant

Other / not subdivided$111K100.0%

% of EOY assets

3.673%

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

$143,542

$92,219+55.7%

$76,767+87.0%

$135,380+6.0%

Participation rate

100.0%

79.8%+20.2pp

77.0%+23.0pp

82.6%+17.4pp

Annual return

-6.58%

5.46%-12.0pp

2.43%-9.0pp

519.81%-526.4pp

Employer contribution / active EE

$4,218

$3,216+31.2%

$2,485+69.7%

$4,779-11.7%

Participant deferral / active EE

$3,041

$4,508-32.5%

$3,852-21.0%

$5,609-45.8%

Admin fee / account holder

$5,272

$10,749-50.9%

$6,675-21.0%

$10,828-51.3%

BAY CARBON, INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAY CARBON, 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