Retirement plan

THE TRUSTEES OF BLIZ CORPORATI 401 K PROFIT SHARING PLAN TRUST

Name: THE TRUSTEES OF BLIZ CORPORATI - THE TRUSTEES OF BLIZ CORPORATI 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: THE TRUSTEES OF BLIZ CORPORATI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TRUSTEES OF BLIZ CORPORATI 401 K PROFIT SHARING PLAN TRUST, THE TRUSTEES OF BLIZ CORPORATI

THE TRUSTEES OF BLIZ CORPORATIEIN 52-1661833Plan #001PY 2016

10410 KENNSINGTON PARKWAY - SOUTH KENSINGTON, MD 20895202-215-7000

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$859K

+12.3% from 2015

Total participants

-11.6% from 2015

Average account balance

$78,118

+12.3% from 2015

Annual return

6.19%

+8.38 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$266K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

28.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+8.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$169885

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 codes2E2F2G2J2T3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$8K

$243 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.962%

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

$78,118

$48,078+62.5%

$78,676-0.7%

$62,881+24.2%

Participation rate

20.6%

65.2%-44.6pp

73.6%-53.0pp

69.3%-48.7pp

Annual return

6.19%

31.36%-25.2pp

62.19%-56.0pp

20.14%-14.0pp

Employer contribution / active EE

$452

$2,015-77.6%

$2,850-84.2%

$2,281-80.2%

Participant deferral / active EE

$934

$2,587-63.9%

$3,517-73.4%

$3,203-70.8%

Admin fee / account holder

$751

$3,206-76.6%

$4,510-83.3%

$4,296-82.5%

THE TRUSTEES OF BLIZ CORPORATI 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TRUSTEES OF BLIZ CORPORATI 401 K PROFIT SHARING PLAN 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