Retirement plan

BRONX FREIGHT & FISH CORP 401(K) PLAN

Name: BRONX FREIGHT& FISH CORP - BRONX FREIGHT & FISH CORP 401(K) PLAN (2016) Form 5500
Creator: BRONX FREIGHT& FISH CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRONX FREIGHT & FISH CORP 401(K) PLAN, BRONX FREIGHT& FISH CORP

BRONX FREIGHT& FISH CORPEIN 46-4636429Plan #001PY 2016

225 COSTER STREET - BRONX, NY 10474718-861-7944LinkedIn1-10 employeesconsumer goods

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$88K

No prior year

Total participants

No prior year

Average account balance

$14,693

No prior year

Annual return

61.10%

No prior year

Benchmarks

See 22,114 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,114 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

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

+16.38%

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 codes2E2F2G2J3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$14,693

$131,829-88.9%

$108,579-86.5%

$273,965-94.6%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

61.10%

-91.57%+152.7pp

-51.70%+112.8pp

41.45%+19.6pp

Employer contribution / active EE

$2,182

$4,912-55.6%

$3,758-42.0%

$4,869-55.2%

Participant deferral / active EE

$8,868

$5,127+73.0%

$4,311+105.7%

$5,287+67.7%

Admin fee / account holder

$10,252-100.0%

$7,645-100.0%

$10,132-100.0%

BRONX FREIGHT & FISH CORP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRONX FREIGHT & FISH CORP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion