Retirement plan

BEAVER VALLEY SUPPLY CO., INC. PROFIT SHARING PLAN

Name: BEAVER VALLEY SUPPLY CO., INC. - BEAVER VALLEY SUPPLY CO., INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: BEAVER VALLEY SUPPLY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEAVER VALLEY SUPPLY CO., INC. PROFIT SHARING PLAN, BEAVER VALLEY SUPPLY CO., INC.

BEAVER VALLEY SUPPLY CO., INC.EIN 48-0767418Plan #001PY 2017

PO BOX 419 - ATWOOD, KS 67730785-626-3251LinkedIn1-10 employeeswholesale

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$11.5M

+11.4% from 2016

Total participants

-8.9% from 2016

Average account balance

$230,898

+22.5% from 2016

Annual return

11.52%

+13.64 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.56M

Not enough data

1 years with asset history on file

Average account balance

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

$324K

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.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$828K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+7.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25223

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 codes2E2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$589K

$12528 / participant

Other / not subdivided$589K100.0%

% of EOY assets

5.100%

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

$230,898

$67,602+241.6%

$82,312+180.5%

$70,126+229.3%

Participation rate

97.9%

72.8%+25.1pp

76.9%+21.0pp

69.5%+28.3pp

Annual return

11.52%

21.57%-10.1pp

25.88%-14.4pp

73.15%-61.6pp

Employer contribution / active EE

$12,159

$1,755+592.8%

$2,428+400.7%

$2,343+419.1%

Participant deferral / active EE

$2,987-100.0%

$3,706-100.0%

$3,332-100.0%

Admin fee / account holder

$11,776

$4,512+161.0%

$5,608+110.0%

$4,645+153.5%

BEAVER VALLEY SUPPLY CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEAVER VALLEY SUPPLY CO., INC. PROFIT SHARING PLAN

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