Retirement plan

BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST

Name: BTM COMPANY LLC - BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST (2018) Form 5500
Creator: BTM COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST, BTM COMPANY LLC

BTM COMPANY LLCEIN 47-3651348Plan #001PY 2018

300 DAVIS RD - MARYSVILLE, MI 480401955810-364-4567btmcomp.comLinkedIn201-500 employeesindustrial automation

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.6M

+1.8% from 2017

Total participants

140

-2.1% from 2017

Average account balance

$56,185

+7.1% from 2017

Annual return

-3.90%

-19.98 pp from 2017

Benchmarks

See 4,210 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,210 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.20M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

137

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$740K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$206

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 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$10,562

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$30K

$238 / participant

Investment mgmt$920.3%
Other / not subdivided$30K99.7%

% of EOY assets

0.396%

all-in expense ratio

Categories reported

1 / 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: DIXON HUGHES GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,185

$59,186-5.1%

$76,766-26.8%

$56,287-0.2%

Participation rate

96.9%

75.2%+21.6pp

77.0%+19.9pp

69.9%+27.0pp

Annual return

-3.90%

6.62%-10.5pp

2.43%-6.3pp

-9.96%+6.1pp

Employer contribution / active EE

$1,782

$1,759+1.3%

$2,485-28.3%

$2,111-15.6%

Participant deferral / active EE

$3,173

$3,255-2.5%

$3,851-17.6%

$3,350-5.3%

Admin fee / account holder

$222

$489-54.5%

$6,675-96.7%

$521-57.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$10,562

BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST

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