Retirement plan

BBDB MANAGEMENT RETIREMENT PLAN

Name: BBDB MANAGEMENT, INC. - BBDB MANAGEMENT RETIREMENT PLAN (2017) Form 5500
Creator: BBDB MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BBDB MANAGEMENT RETIREMENT PLAN, BBDB MANAGEMENT, INC.

BBDB MANAGEMENT, INC.EIN 47-2290886Plan #001PY 2017

120 BRANCH DR - BEAVER FALLS, PA 15010724-581-4910LinkedIn1-10 employeesbanking

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$338K

+7.1% from 2016

Total participants

0.0% from 2016

Average account balance

$168,965

+7.1% from 2016

Annual return

4.18%

+7.90 pp from 2016

Benchmarks

See 899 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort899 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$411K

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+2.93%

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 codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$168,965

$167,483+0.9%

$115,752+46.0%

$147,586+14.5%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

82.8%+17.2pp

Annual return

4.18%

12.11%-7.9pp

19.41%-15.2pp

578.59%-574.4pp

Employer contribution / active EE

$1,920

$4,960-61.3%

$3,492-45.0%

$4,876-60.6%

Participant deferral / active EE

$2,400

$7,037-65.9%

$5,204-53.9%

$5,439-55.9%

Admin fee / account holder

$13,069-100.0%

$6,278-100.0%

$10,886-100.0%

BBDB MANAGEMENT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BBDB MANAGEMENT RETIREMENT 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