Retirement plan

BLAIR, INCORPORATED 401K PROFIT SHARING PLAN AND TRUST

Name: BLAIR, INCORPORATED - BLAIR, INCORPORATED 401K PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: BLAIR, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLAIR, INCORPORATED 401K PROFIT SHARING PLAN AND TRUST, BLAIR, INCORPORATED

BLAIR, INCORPORATEDEIN 54-0676866Plan #003PY 2021

7001 LOISDALE ROAD - SPRINGFIELD, VA 221501904703-922-0200blairinc.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$13.3M

+18.8% from 2020

Total participants

-6.6% from 2020

Average account balance

$261,085

+7.1% from 2020

Annual return

18.79%

+6.35 pp from 2020

Benchmarks

See 27,004 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,004 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.64M

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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.

89.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$204K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24819

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$419K

$8730 / participant

Other / not subdivided$419K100.0%

% of EOY assets

3.147%

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

$261,085

$105,200+148.2%

$159,474+63.7%

$85,847+204.1%

Participation rate

87.5%

75.8%+11.7pp

82.8%+4.7pp

69.3%+18.2pp

Annual return

18.79%

45.08%-26.3pp

263.68%-244.9pp

318.61%-299.8pp

Employer contribution / active EE

$3,083

$3,319-7.1%

$4,831-36.2%

$2,565+20.2%

Participant deferral / active EE

$5,045

$5,946-15.1%

$7,353-31.4%

$3,952+27.7%

Admin fee / account holder

$8,216

$6,934+18.5%

$10,802-23.9%

$6,261+31.2%

BLAIR, INCORPORATED 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLAIR, INCORPORATED 401K PROFIT SHARING 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