Retirement plan

BOYD STATION EMPLOYEE RETIREMENT PLAN

Name: BOYD STATION, LLC - BOYD STATION EMPLOYEE RETIREMENT PLAN (2017) Form 5500
Creator: BOYD STATION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYD STATION EMPLOYEE RETIREMENT PLAN, BOYD STATION, LLC

BOYD STATION, LLCEIN 52-2381193Plan #001PY 2017

125 ELYSBURG ROAD - DANVILLE, PA 17821570-275-6000boydstation.comLinkedIn51-200 employeesfood production

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+38.8% from 2016

Total participants

+9.7% from 2016

Average account balance

$49,172

+26.5% from 2016

Annual return

13.62%

+3.24 pp from 2016

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.69M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$657K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4491

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 codes2E2F2J2T3D

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).
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$7K

$235 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.408%

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

$49,172

$57,828-15.0%

$117,039-58.0%

$70,126-29.9%

Participation rate

100.0%

67.1%+32.9pp

77.2%+22.8pp

69.5%+30.5pp

Annual return

13.62%

17.55%-3.9pp

18.95%-5.3pp

73.15%-59.5pp

Employer contribution / active EE

$6,818

$1,816+275.5%

$3,785+80.2%

$2,343+191.1%

Participant deferral / active EE

$3,861

$2,438+58.4%

$3,929-1.7%

$3,332+15.9%

Admin fee / account holder

$200

$3,548-94.4%

$5,974-96.6%

$4,645-95.7%

BOYD STATION EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOYD STATION EMPLOYEE RETIREMENT 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