Retirement plan

BOLEY CENTERS 401(K) PLAN

Name: BOLEY CENTERS, INC. - BOLEY CENTERS 401(K) PLAN (2017) Form 5500
Creator: BOLEY CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOLEY CENTERS 401(K) PLAN, BOLEY CENTERS, INC.

BOLEY CENTERS, INC.EIN 59-1290089Plan #001PY 2017

6655 66TH ST N - PINELLAS PARK, FL 33781727-821-4819boleycenters.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.8M

+11.7% from 2016

Total participants

184

+4.5% from 2016

Average account balance

$41,715

+10.9% from 2016

Annual return

12.99%

+6.47 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.15M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

147

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.

47.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$503K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$163

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
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969	Participant loan processing; Recordke...	$19,439

Plan features & details

Pension benefit codes2E2F2G2T2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$20K

$124 / participant

Investment mgmt$1K4.9%
Contract admin$19K95.1%

% of EOY assets

0.355%

all-in expense ratio

Categories reported

2 / 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: GREGORY SHARER STUART PA
Auditor EIN: 591850025
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,715

$55,453-24.8%

$170,435-75.5%

$62,293-33.0%

Participation rate

72.1%

66.4%+5.8pp

83.6%-11.5pp

69.5%+2.6pp

Annual return

12.99%

21.38%-8.4pp

205.94%-193.0pp

28.90%-15.9pp

Employer contribution / active EE

$723

$2,164-66.6%

$5,432-86.7%

$2,042-64.6%

Participant deferral / active EE

$1,690

$2,303-26.6%

$4,939-65.8%

$3,169-46.7%

Admin fee / account holder

$148

$455-67.5%

$13,881-98.9%

$479-69.1%

Provider

Service type

Compensation

NEWPORT GROUP, INC.2 years

Service code 12 · EIN 27-2037969

Participant loan processing; Recordke...

$19,439

BOLEY CENTERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOLEY CENTERS 401(K) 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