Retirement plan

BRANDING BRAND, INC. 401(K) PROFIT SHARING PLAN

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

BRANDING BRAND, INC.EIN 46-0565943Plan #001PY 2017

2313 EAST CARSON STREET, SUITE 100 - PITTSBURGH, PA 15203412-567-4903brandingbrand.comLinkedIn51-200 employeescomputer software

Prospect flagsLow participationLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+24.7% from 2016

Total participants

139

-13.1% from 2016

Average account balance

$17,125

+41.8% from 2016

Annual return

19.44%

+11.20 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.62M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

150

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$972K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$460

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 2 by compensation

Provider	Service type	Compensation
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$2,413
LPL FINANCIAL2 years Service code 28 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150	Investment Management	$2,365

Plan features & details

Pension benefit codes2E2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$19K

$252 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.027%

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: COHEN & COMPANY
Auditor EIN: 341912961
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,125

$85,766-80.0%

$136,297-87.4%

$70,124-75.6%

Participation rate

60.5%

74.2%-13.6pp

81.9%-21.4pp

69.5%-9.0pp

Annual return

19.44%

31.45%-12.0pp

5156.19%-5136.8pp

73.14%-53.7pp

Employer contribution / active EE

$2,966-100.0%

$4,696-100.0%

$2,342-100.0%

Participant deferral / active EE

$4,318

$5,051-14.5%

$6,247-30.9%

$3,332+29.6%

Admin fee / account holder

$176

$5,420-96.8%

$9,244-98.1%

$4,645-96.2%

Provider

Service type

Compensation

NATIONWIDE3+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$2,413

LPL FINANCIAL2 years

Service code 28 · EIN 95-2834236

PO BOX 502533 · SAN DIEGO, CA 92150

Investment Management

$2,365

BRANDING BRAND, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRANDING BRAND, INC. 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