Retirement plan

BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN

Name: BARR ENGINEERING CO. - BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: BARR ENGINEERING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN, BARR ENGINEERING CO.

BARR ENGINEERING CO.EIN 41-0905995Plan #001PY 2017

4300 MARKEPOINTE DRIVE, SUITE 200 - MINNEAPOLIS, MN 55435952-832-2600barr.comLinkedIn1001-5000 employeesenvironmental services

Other plans on this EIN

1 filing

#002Retirement-$31.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$150.5M

-11.7% from 2016

Total participants

854

+2.6% from 2016

Average account balance

$177,294

-13.7% from 2016

Annual return

18.15%

-11.21 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$277.10M

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

1,262

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$116,482
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$909
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

$117K

$158 / participant

Other / not subdivided$117K100.0%

% of EOY assets

0.077%

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: BOECKERMANN GRAFSTROM & MAYER, LLC
Auditor EIN: 200472826
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$177,294

$155,795+13.8%

$136,298+30.1%

$69,634+154.6%

Participation rate

99.3%

75.2%+24.1pp

81.9%+17.4pp

70.7%+28.6pp

Annual return

18.15%

232464.33%-232446.2pp

5156.27%-5138.1pp

27572.26%-27554.1pp

Employer contribution / active EE

$2,439

$2,991-18.4%

$4,696-48.1%

$2,032+20.0%

Participant deferral / active EE

$9,137

$5,394+69.4%

$6,247+46.3%

$3,224+183.4%

Admin fee / account holder

$137

$128+7.0%

$9,244-98.5%

$110+24.3%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.2 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$116,482

CHARLES SCHWAB & CO., INC.3+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$909

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL

Service code 59

Shareholder Servicing

BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARR ENGINEERING CO. RETIREMENT SAVINGS 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