Retirement plan

BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: BURNS & MCDONNELL, INC - BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: BURNS & MCDONNELL, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN, BURNS & MCDONNELL, INC

BURNS & MCDONNELL, INCEIN 43-1393692Plan #001PY 2016

9400 WARD PKWY - KANSAS CITY, MO 641143319816-333-9400burnsmcd.comLinkedIn10001+ employeesconstruction

Other plans on this EIN

2 filings

#002Retirement-$611.2M assets #003Retirement-$13.0M assets

Prospect flagsHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$2135.5M

-12.4% from 2016

Total participants

6,143

-8.0% from 2016

Average account balance

$350,653

-4.7% from 2016

Annual return

18.63%

-4.50 pp from 2016

Benchmarks

See 77 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort77 peers

Snapshot2016

Participant deferral / active EE

median $5,599

Employer contribution / active EE

$13,504

median $2,188

Participation rate

99.0%

median 88.2%

100

Avg account balance

$350,653

median $75,051

Admin fee / account holder

$108

median $36

Annual return

18.63%

median 8.84%

Overall peer rank

63of 100

63rd percentileavg across 6 metrics

Analytics

2015 - 2024

Total assets (EOY)

Plan-year ending balance

$5.46B

Average account balance

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

$471K

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

11,599

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.3%

Contributions (total)

Employer and participant dollars contributed each year

$226.00M

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.02%

Admin fee / account holder

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

$68

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Mutual / pooled
Stocks
Bonds
Cash
Real estate
Loans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 44-0206815	Securities Custodian	$480,533
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$173,980
FIRST BANKERS TRUST SERVICES2+ years Service code 21 · EIN 20-1171923	Bank Trustee	$120,000

Plan features & details

Pension benefit codes2F2H2I2O2Q2T3F3H3I

Plan features

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$656K

$123 / participant

Investment mgmt$473K72.1%
Contract admin$174K26.5%
Other / not subdivided$9K1.4%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

2 / 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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$350,653

$86,372+306.0%

$123,894+183.0%

$65,292+437.1%

Participation rate

99.0%

76.9%+22.1pp

81.4%+17.6pp

72.4%+26.6pp

Annual return

18.63%

11.27%+7.4pp

47.52%-28.9pp

11.84%+6.8pp

Employer contribution / active EE

$13,504

$2,838+375.8%

$4,617+192.5%

$2,302+486.7%

Participant deferral / active EE

$5,625-100.0%

$5,984-100.0%

$3,579-100.0%

Admin fee / account holder

$108

$53+103.9%

$8,357-98.7%

$57+87.8%

Provider

Service type

Compensation

COMMERCE BANK2+ years

Filed as: THE COMMERCE TRUST COMPANY

Service code 19 · EIN 44-0206815

Securities Custodian

$480,533

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$173,980

FIRST BANKERS TRUST SERVICES2+ years

Service code 21 · EIN 20-1171923

Bank Trustee

$120,000

BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP 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