Retirement plan

THE BLAIR MILLING & ELEVATOR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: THE BLAIR MILLING & ELEVATOR COMPANY, INC. - THE BLAIR MILLING & ELEVATOR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2018) Form 5500
Creator: THE BLAIR MILLING & ELEVATOR COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BLAIR MILLING & ELEVATOR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, THE BLAIR MILLING & ELEVATOR COMPANY, INC.

THE BLAIR MILLING & ELEVATOR COMPANY, INC.EIN 48-0141800Plan #003PY 2018

P.O. BOX 437 - ATCHISON, KS 66002913-367-2310blairfeeds.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$444K

+21.2% from 2017

Total participants

+9.1% from 2017

Average account balance

$36,959

+11.1% from 2017

Annual return

20.78%

+21.98 pp from 2017

Benchmarks

See 3,311 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,311 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$214K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

-28.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7122

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 codes2O2Q3I

Plan features

2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$32K

$5364 / participant

Other / not subdivided$32K100.0%

% of EOY assets

7.257%

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

$36,959

$91,911-59.8%

$68,612-46.1%

$135,380-72.7%

Participation rate

100.0%

76.7%+23.3pp

72.2%+27.8pp

82.6%+17.4pp

Annual return

20.78%

-8.22%+29.0pp

-4.63%+25.4pp

519.81%-499.0pp

Employer contribution / active EE

$5,617

$3,924+43.2%

$2,625+114.0%

$4,779+17.5%

Participant deferral / active EE

$4,315-100.0%

$3,311-100.0%

$5,609-100.0%

Admin fee / account holder

$2,682

$9,240-71.0%

$5,131-47.7%

$10,828-75.2%

THE BLAIR MILLING & ELEVATOR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BLAIR MILLING & ELEVATOR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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