Retirement plan

BOB BARKER COMPANY, INC. 401(K) PLAN

Name: BOB BARKER COMPANY, INC. - BOB BARKER COMPANY, INC. 401(K) PLAN (2020) Form 5500
Creator: BOB BARKER COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOB BARKER COMPANY, INC. 401(K) PLAN, BOB BARKER COMPANY, INC.

BOB BARKER COMPANY, INC.EIN 56-1558062Plan #001PY 2020

134 MAIN STREET, PO BOX 429 - FUQUAY VARINA, NC 275260429919-346-2141bobbarker.comLinkedIn201-500 employeeswholesale

Prospect flagsRecently reached 100 employeesFailed to transmit contributions

Top hat statement on fileNQDC

Filed March 7, 2016

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$17.8M

+21.8% from 2019

Total participants

285

+27.2% from 2019

Average account balance

$64,777

No prior year

Annual return

14.37%

-6.64 pp from 2019

Benchmarks

See 2,271 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,271 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.29M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

257

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$248

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 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$20,704
EPIC RETIREMENT PLAN SERVICES3 years Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13 535 KEISLER DRIVE · CARY, NC 27518	Contract Administrator	$18,951
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: ADVISED ASSET GROUP Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Advisory (Participants)	$9,287
ENVESTNET RETIREMENT SOLUTIONS, LLC3 years Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202	Other Fees	$8,930

Plan features & details

Pension benefit codes2E2F2T2J2K3D2G2A2S

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$57K

$243 / participant

Other / not subdivided$57K100.0%

% of EOY assets

0.319%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DIXON, HUGHES, GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,777

$81,474-20.5%

$133,971-51.6%

$73,493-11.9%

Participation rate

95.7%

76.4%+19.4pp

79.8%+15.9pp

70.7%+25.0pp

Annual return

14.37%

19.40%-5.0pp

45.09%-30.7pp

28.51%-14.1pp

Employer contribution / active EE

$1,857

$2,209-16.0%

$3,919-52.6%

$2,270-18.2%

Participant deferral / active EE

$5,600

$3,786+47.9%

$5,047+11.0%

$3,740+49.7%

Admin fee / account holder

$206

$713-71.1%

$8,929-97.7%

$513-59.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$20,704

EPIC RETIREMENT PLAN SERVICES3 years

Filed as: RETIREMENT PLAN SOLUTIONS INC

Service code 13

535 KEISLER DRIVE · CARY, NC 27518

Contract Administrator

$18,951

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: ADVISED ASSET GROUP

Service code 26

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Advisory (Participants)

$9,287

ENVESTNET RETIREMENT SOLUTIONS, LLC3 years

Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC

Service code 99

1801 CALIFORNIA STREET · DENVER, CO 80202

Other Fees

$8,930

BOB BARKER COMPANY, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOB BARKER COMPANY, INC. 401(K) PLAN

Top hat statement on fileNQDC

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