Retirement plan

EMPLOYEE BENEFIT PLAN OF BENNETT TOOL DIE, LLC

Name: BENNETT TOOL DIE, LLC - EMPLOYEE BENEFIT PLAN OF BENNETT TOOL DIE, LLC (2018) Form 5500
Creator: BENNETT TOOL DIE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF BENNETT TOOL DIE, LLC, BENNETT TOOL DIE, LLC

BENNETT TOOL DIE, LLCEIN 46-2298982Plan #002PY 2018

1550 AIRPORT RD - GALLATIN, TN 370663792615-227-5291allegiantmfg.comLinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5M

-1.8% from 2017

Total participants

+15.7% from 2017

Average account balance

$52,127

-16.1% from 2017

Annual return

-5.21%

-23.23 pp from 2017

Benchmarks

See 14,948 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,948 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.34M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

174

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$507K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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

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 codes2F2S2T3D

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).
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$246K

$3278 / participant

Other / not subdivided$246K100.0%

% of EOY assets

4.913%

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

$52,127

$62,583-16.7%

$76,767-32.1%

$64,173-18.8%

Participation rate

100.0%

72.8%+27.2pp

77.0%+23.0pp

69.6%+30.4pp

Annual return

-5.21%

-1.95%-3.3pp

2.43%-7.6pp

7.63%-12.8pp

Employer contribution / active EE

$1,483

$1,832-19.0%

$2,485-40.3%

$2,381-37.7%

Participant deferral / active EE

$4,069

$3,145+29.4%

$3,852+5.6%

$3,470+17.3%

Admin fee / account holder

$2,561

$4,667-45.1%

$6,675-61.6%

$4,887-47.6%

EMPLOYEE BENEFIT PLAN OF BENNETT TOOL DIE, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF BENNETT TOOL DIE, LLC

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