Retirement plan

BRICKNER MOTORS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Name: BRICKNER MOTORS, INC. - BRICKNER MOTORS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BRICKNER MOTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRICKNER MOTORS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN, BRICKNER MOTORS, INC.

BRICKNER MOTORS, INC.EIN 39-1078636Plan #333PY 2017

16450 COUNTY RD A - MARATHON, WI 544489599715-842-5611LinkedIn51-200 employeesautomotive

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$7.4M

+18.8% from 2016

Total participants

143

+5.1% from 2016

Average account balance

$88,436

+20.2% from 2016

Annual return

16.50%

+7.83 pp from 2016

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.25M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

102

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.

82.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$629K

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

+14.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8090

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

Top 2 by compensation

Provider	Service type	Compensation
ROTHSCHILD ASSET MANAGEMENT1 year Filed as: BRONFMAN ROTHSCHILD LP Service code 13 · EIN 39-1908691 2201 E ENTERPRISE AVE SUITE 203 · APPLETON, WI 54913	Contract Administrator	$8,462
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 50 COMPANY, INC. · LOS ANGELES, CA 90071	Direct Payment	$919

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H2T

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.
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.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$13K

$92 / participant

Contract admin$9197.2%
Other / not subdivided$12K92.8%

% of EOY assets

0.172%

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: GASSNER COMPANY SC
Auditor EIN: 391336018
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,436

$51,466+71.8%

$78,778+12.3%

$62,293+42.0%

Participation rate

57.6%

59.8%-2.2pp

69.2%-11.6pp

69.5%-12.0pp

Annual return

16.50%

19.96%-3.5pp

35.62%-19.1pp

28.90%-12.4pp

Employer contribution / active EE

$364

$827-56.0%

$1,986-81.7%

$2,042-82.2%

Participant deferral / active EE

$2,301

$2,147+7.1%

$2,958-22.2%

$3,169-27.4%

Admin fee / account holder

$152

$489-68.8%

$5,134-97.0%

$479-68.2%

Provider

Service type

Compensation

ROTHSCHILD ASSET MANAGEMENT1 year

Filed as: BRONFMAN ROTHSCHILD LP

Service code 13 · EIN 39-1908691

2201 E ENTERPRISE AVE SUITE 203 · APPLETON, WI 54913

Contract Administrator

$8,462

AMERICAN FUNDS3+ years

Filed as: CAPITAL RESEARCH AND MANAGEMENT

Service code 50

COMPANY, INC. · LOS ANGELES, CA 90071

Direct Payment

$919

BRICKNER MOTORS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRICKNER MOTORS, INC. EMPLOYEES' 401(K) 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