Retirement plan

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Name: BICK PRODUCTS, INC. - TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: BICK PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, BICK PRODUCTS, INC.

BICK PRODUCTS, INC.EIN 43-1757933Plan #020PY 2016

6405 CENTURY AVE - MIDDLETON, WI 53562816-835-2070bickproducts.comLinkedIn1-10 employeesindustrial automation

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$357K

+39.6% from 2015

Total participants

0.0% from 2015

Average account balance

$51,011

+19.6% from 2015

Annual return

11.18%

+16.17 pp from 2015

Benchmarks

See 1,255 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,255 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 years with headcount on file

Eligible Participants and Participation

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

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$202K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-114.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$24K

$3463 / participant

Other / not subdivided$24K100.0%

% of EOY assets

6.788%

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

$51,011

$88,583-42.4%

$88,497-42.4%

$273,972-81.4%

Participation rate

100.0%

83.5%+16.5pp

82.4%+17.6pp

83.0%+17.0pp

Annual return

11.18%

5.68%+5.5pp

7.63%+3.5pp

41.46%-30.3pp

Employer contribution / active EE

$8,742

$4,502+94.2%

$4,036+116.6%

$4,869+79.6%

Participant deferral / active EE

$4,685

$4,891-4.2%

$4,899-4.4%

$5,287-11.4%

Admin fee / account holder

$3,463

$8,980-61.4%

$6,220-44.3%

$10,133-65.8%

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TPC QUALIFIED PLANS LLC 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