Retirement plan

BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN

Name: BELLAMY AUTOMOTIVE GROUP, INC. - BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN (2016) Form 5500
Creator: BELLAMY AUTOMOTIVE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN, BELLAMY AUTOMOTIVE GROUP, INC.

BELLAMY AUTOMOTIVE GROUP, INC.EIN 58-1474852Plan #001PY 2016

145 INDUSTRIAL BLVD - MCDONOUGH, GA 302536602770-954-3000LinkedIn51-200 employeesretail

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$7.2M

+8.8% from 2015

Total participants

142

+6.8% from 2015

Average account balance

$78,781

+4.0% from 2015

Annual return

8.52%

+10.73 pp from 2015

Benchmarks

See 2,356 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.06M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

108

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.

65.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.29M

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

+11.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$757

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MARIETTA WEALTH MANAGEMENT1 year Service code 26 · EIN 47-5329166 709 MILL POND BLVD · MARIETTA, GA 30060	Advisory (Participants)	$16,771
JOHN HANCOCK LIFE INSURANCE COMPANY2+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201	Recordkeeping	$506

Plan features & details

Pension benefit codes2F2G2J2K2R3D

Plan features

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.
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.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

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: KELLEY,SAMMONS,TOOLE & ELLISON, LLP
Auditor EIN: 205920496
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,781

$42,546+85.2%

$71,796+9.7%

$55,167+42.8%

Participation rate

60.9%

59.1%+1.8pp

69.1%-8.2pp

69.0%-8.1pp

Annual return

8.52%

12.36%-3.8pp

78.04%-69.5pp

169.23%-160.7pp

Employer contribution / active EE

$1,810

$803+125.3%

$1,924-6.0%

$1,963-7.8%

Participant deferral / active EE

$3,072

$2,064+48.8%

$2,794+9.9%

$3,054+0.6%

Admin fee / account holder

$650-100.0%

$4,815-100.0%

$504-100.0%

Provider

Service type

Compensation

MARIETTA WEALTH MANAGEMENT1 year

Service code 26 · EIN 47-5329166

709 MILL POND BLVD · MARIETTA, GA 30060

Advisory (Participants)

$16,771

JOHN HANCOCK LIFE INSURANCE COMPANY2+ years

Filed as: JOHN HANCOCK LIFE INSURANCE CO

Service code 15 · EIN 01-0233346

P.O. BOX 600 · BUFFALO, NY 14201

Recordkeeping

$506

BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion