Retirement plan

B3H 401(K) PLAN

Name: B3H CORPORATION - B3H 401(K) PLAN (2017) Form 5500
Creator: B3H CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B3H 401(K) PLAN, B3H CORPORATION

B3H CORPORATIONEIN 59-3038876Plan #001PY 2017

51 3RD ST BLDG 1 - SHALIMAR, FL 325791700850-651-3443b3h.comLinkedIn51-200 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.7M

+37.7% from 2016

Total participants

285

+15.4% from 2016

Average account balance

$29,711

+18.6% from 2016

Annual return

24.03%

+12.47 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.73M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

160

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.

66.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$783K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$309

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
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113	Other Services	$5,816
PRINCIPAL LIFE INSURANCE COMPANY2 years Service code 13 · EIN 42-0127290	Contract Administrator	$4,239

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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

$4K

$20 / participant

Contract admin$4K100.0%

% of EOY assets

0.064%

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: CARR RIGGS INGRAM CPA
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,711

$80,753-63.2%

$136,298-78.2%

$62,293-52.3%

Participation rate

71.0%

73.5%-2.6pp

81.9%-11.0pp

69.5%+1.4pp

Annual return

24.03%

35.83%-11.8pp

5156.27%-5132.2pp

28.90%-4.9pp

Employer contribution / active EE

$1,940

$2,884-32.7%

$4,696-58.7%

$2,042-5.0%

Participant deferral / active EE

$3,980

$5,164-22.9%

$6,247-36.3%

$3,169+25.6%

Admin fee / account holder

$19

$525-96.4%

$9,244-99.8%

$479-96.1%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY INS SERVICES INC

Service code 49 · EIN 51-0116113

Other Services

$5,816

PRINCIPAL LIFE INSURANCE COMPANY2 years

Service code 13 · EIN 42-0127290

Contract Administrator

$4,239

B3H 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

B3H 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