Retirement plan

BARTOW FORD COMPANY, INC. 401(K) RETIREMENT PLAN

Name: BARTOW FORD CO. - BARTOW FORD COMPANY, INC. 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: BARTOW FORD CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARTOW FORD COMPANY, INC. 401(K) RETIREMENT PLAN, BARTOW FORD CO.

BARTOW FORD CO.EIN 59-0687878Plan #003PY 2017

2800 U.S. HWY. 98 NORTH - BARTOW, FL 33830863-533-0425bartowford.comLinkedIn201-500 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.2M

+10.9% from 2016

Total participants

250

+11.1% from 2016

Average account balance

$41,424

-20.5% from 2016

Annual return

14.15%

+13.55 pp from 2016

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.83M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

317

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.

79.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

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

+11.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87

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 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NATIONAL ASSOC. Service code 26 1525 W W.T. HARRIS BLVD · CHARLOTTE, NC 28262	Advisory (Participants)	$31,933

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$44K

$206 / participant

Other / not subdivided$44K100.0%

% of EOY assets

0.432%

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: PURYEAR, HAMILTON, HAUSMAN & WOOD
Auditor EIN: 620788068
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,424

$51,466-19.5%

$78,778-47.4%

$62,293-33.5%

Participation rate

98.6%

59.8%+38.8pp

69.2%+29.4pp

69.5%+29.1pp

Annual return

14.15%

19.96%-5.8pp

35.62%-21.5pp

28.90%-14.7pp

Employer contribution / active EE

$409

$827-50.5%

$1,986-79.4%

$2,042-80.0%

Participant deferral / active EE

$2,770

$2,147+29.0%

$2,958-6.4%

$3,169-12.6%

Admin fee / account holder

$179

$489-63.4%

$5,134-96.5%

$479-62.7%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.3+ years

Filed as: WELLS FARGO BANK, NATIONAL ASSOC.

Service code 26

1525 W W.T. HARRIS BLVD · CHARLOTTE, NC 28262

Advisory (Participants)

$31,933

BARTOW FORD COMPANY, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARTOW FORD COMPANY, INC. 401(K) 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