Retirement plan

BLUE BIRD 401(K) PLAN

Name: BLUE BIRD VOLUNTARY MONEY - BLUE BIRD 401(K) PLAN (2018) Form 5500
Creator: BLUE BIRD VOLUNTARY MONEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE BIRD 401(K) PLAN, BLUE BIRD VOLUNTARY MONEY

BLUE BIRD VOLUNTARY MONEYEIN 58-0813156Plan #004PY 2018

402 BLUE BIRD BLVD. - FORT VALLEY, GA 31030478-822-2208LinkedIn11-50 employeeswarehousing

Other plans on this EIN

1 filing

#001Retirement-$115.3M assets

Prospect flagsLow employer contributionCorrective distributions

Top hat statement on fileNQDC

Filed July 16, 2006 (most recent of 2 filings on file)

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)

$100.4M

-6.2% from 2017

Total participants

2,288

+13.4% from 2017

Average account balance

$59,637

-8.4% from 2017

Annual return

-3.83%

-21.81 pp from 2017

Benchmarks

See 831 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort831 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$115.53M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

1,457

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.

61.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62

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 10 of 15 by compensation

Provider	Service type	Compensation
BLUE BIRD BODY COMPANY4+ years Service code 10 · EIN 58-0813156	Accounting	$105,488
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$105,098
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359	Advisory (Plan)	$13,750
CHARLES SCHWAB & CO., INC.1 year Service code 59 · EIN 94-1737782	Shareholder Servicing	$25
ALGER2 years Service code 52 · EIN 13-2665689	Indirect Investment Fees	$0
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805	Indirect Investment Fees	$0
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
COLUMBIA2 years Service code 52 · EIN 93-0577450	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL2 years Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL2 years Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K2R3D2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$105K

$49 / participant

Contract admin$103K98.2%
Other / not subdivided$2K1.8%

% of EOY assets

0.105%

all-in expense ratio

Categories reported

1 / 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: CLIFTON, LIPFORD, HARDISON, AND PA
Auditor EIN: 582253342
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,637

$78,852-24.4%

$76,767-22.3%

$75,289-20.8%

Participation rate

71.7%

85.0%-13.3pp

77.0%-5.3pp

72.4%-0.8pp

Annual return

-3.83%

-1.29%-2.5pp

2.43%-6.3pp

-0.04%-3.8pp

Employer contribution / active EE

$928

$2,794-66.8%

$2,485-62.7%

$2,405-61.4%

Participant deferral / active EE

$2,693

$4,800-43.9%

$3,852-30.1%

$3,739-28.0%

Admin fee / account holder

$62

$79-21.0%

$6,675-99.1%

$102-39.0%

Provider

Service type

Compensation

BLUE BIRD BODY COMPANY4+ years

Service code 10 · EIN 58-0813156

Accounting

$105,488

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$105,098

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 27 · EIN 35-2552359

Advisory (Plan)

$13,750

CHARLES SCHWAB & CO., INC.1 year

Service code 59 · EIN 94-1737782

Shareholder Servicing

$25

ALGER2 years

Service code 52 · EIN 13-2665689

Indirect Investment Fees

ALLIANZ GLOBAL INVESTORS2 years

Service code 52 · EIN 06-1349805

Indirect Investment Fees

AMERICAN FUNDS2 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

COLUMBIA2 years

Service code 52 · EIN 93-0577450

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Filed as: FIDELITY ADVISOR

Service code 52 · EIN 04-3335387

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-6056833

Indirect Investment Fees

BLUE BIRD 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE BIRD 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