Retirement plan

BERLIN SIGN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: BERLIN SIGN COMPANY, INC. - BERLIN SIGN COMPANY, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BERLIN SIGN COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERLIN SIGN COMPANY, INC. 401(K) PROFIT SHARING PLAN, BERLIN SIGN COMPANY, INC.

BERLIN SIGN COMPANY, INC.EIN 59-2255615Plan #001PY 2017

264 BAHAMA STREET - VENICE, FL 34285941-488-1314berlinsign.comLinkedIn11-50 employeesgraphic design

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+19.6% from 2016

Total participants

0.0% from 2016

Average account balance

$141,964

+19.6% from 2016

Annual return

16.65%

+9.57 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.08M

Not enough data

1 years with asset history on file

Average account balance

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

$521K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$958

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$9K

$1104 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.622%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$141,964

$232,540-39.0%

$185,117-23.3%

$147,585-3.8%

Participation rate

87.5%

82.4%+5.1pp

77.3%+10.2pp

82.8%+4.7pp

Annual return

16.65%

43.03%-26.4pp

40.50%-23.8pp

578.58%-561.9pp

Employer contribution / active EE

$2,005

$5,195-61.4%

$4,182-52.0%

$4,876-58.9%

Participant deferral / active EE

$3,432

$5,834-41.2%

$5,045-32.0%

$5,439-36.9%

Admin fee / account holder

$884

$10,275-91.4%

$8,159-89.2%

$10,886-91.9%

BERLIN SIGN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERLIN SIGN COMPANY, INC. 401(K) PROFIT SHARING 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