Retirement plan

THE BARTLEY CORPORATION SAVINGS PLAN

Name: THE BARTLEY CORPORATION - THE BARTLEY CORPORATION SAVINGS PLAN (2023) Form 5500
Creator: THE BARTLEY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BARTLEY CORPORATION SAVINGS PLAN, THE BARTLEY CORPORATION

THE BARTLEY CORPORATIONEIN 52-0911834Plan #003PY 2023

PO BOX 1299 - ASHTON, MD 20861301-384-2707bartleycorp.comLinkedIn51-200 employeesconstruction

Prospect flagsLow employer contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$9.1M

+17.9% from 2022

Total participants

146

-16.1% from 2022

Average account balance

$65,753

+20.4% from 2022

Annual return

17.12%

+33.75 pp from 2022

Benchmarks

See 3,251 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,251 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.21M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

145

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.

71.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$541K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$283

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
COMMONWEALTH FINANCIAL NETWORK3 years Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 04-2675571	Advisory (Plan)	$13,514
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVEST INST OPS CO, LLC Service code 37 · EIN 04-2647786	Loan Processing	$9,827

Plan features & details

Pension benefit codes2E2F2G2J2K3D2S

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$20K

$171 / participant

Recordkeeping$11K54.4%
Investment mgmt$8K38.1%
Other / not subdivided$2K7.5%

% of EOY assets

0.220%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GROUP PLLC
Auditor EIN: 470900880
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,753

$76,696-14.3%

$96,515-31.9%

$71,511-8.1%

Participation rate

93.2%

66.6%+26.6pp

74.3%+18.8pp

67.9%+25.2pp

Annual return

17.12%

48.32%-31.2pp

35.73%-18.6pp

28.86%-11.7pp

Employer contribution / active EE

$633

$3,032-79.1%

$3,740-83.1%

$2,589-75.6%

Participant deferral / active EE

$3,728

$3,770-1.1%

$4,880-23.6%

$4,291-13.1%

Admin fee / account holder

$145

$2,030-92.9%

$6,735-97.9%

$1,588-90.9%

Provider

Service type

Compensation

COMMONWEALTH FINANCIAL NETWORK3 years

Filed as: COMMONWEALTH EQUITY SERVICES

Service code 27 · EIN 04-2675571

Advisory (Plan)

$13,514

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVEST INST OPS CO, LLC

Service code 37 · EIN 04-2647786

Loan Processing

$9,827

THE BARTLEY CORPORATION SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BARTLEY CORPORATION SAVINGS 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