Retirement plan

BUN COMPANY RETIREMENT PLAN

Name: TENNESSEE BUN COMPANY - BUN COMPANY RETIREMENT PLAN (2016) Form 5500
Creator: TENNESSEE BUN COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUN COMPANY RETIREMENT PLAN, TENNESSEE BUN COMPANY

TENNESSEE BUN COMPANYEIN 62-1643260Plan #001PY 2016

2975 ARMORY DR. - NASHVILLE, TN 37204615-256-6500crownbakeries.comLinkedIn1001-5000 employeesfood production

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6.4M

+16.9% from 2015

Total participants

475

+4.9% from 2015

Average account balance

$25,234

+27.4% from 2015

Annual return

8.11%

-11.07 pp from 2015

Benchmarks

See 682 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort682 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.21M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

675

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.

40.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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 4 by compensation

Provider	Service type	Compensation
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041	Advisory (Plan)	$12,478
AVINTUS2+ years Filed as: AVINTUS,LLC Service code 15 · EIN 04-3682160	Recordkeeping	$4,950
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781	Recordkeeping	$2,850
AVINTUS2+ years Service code 15	Recordkeeping	$225

Plan features & details

Pension benefit codes2E2J2K2F2G3D3H

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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$22 / participant

Contract admin$9K100.0%

% of EOY assets

0.144%

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: BROWN AND MAGUIRE CPAS
Auditor EIN: 261534694
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,234

$50,106-49.6%

$69,779-63.8%

$57,658-56.2%

Participation rate

47.9%

70.9%-23.0pp

71.8%-24.0pp

70.2%-22.4pp

Annual return

8.11%

14.58%-6.5pp

12.99%-4.9pp

5.13%+3.0pp

Employer contribution / active EE

$1,040

$1,739-40.2%

$2,338-55.5%

$1,974-47.3%

Participant deferral / active EE

$1,366

$2,486-45.1%

$2,931-53.4%

$3,061-55.4%

Admin fee / account holder

$36

$89-59.3%

$4,381-99.2%

$95-61.6%

Provider

Service type

Compensation

RAYMOND JAMES FINANCIAL SERVICES2+ years

Filed as: RAYMOND JAMES

Service code 27 · EIN 59-1237041

Advisory (Plan)

$12,478

AVINTUS2+ years

Filed as: AVINTUS,LLC

Service code 15 · EIN 04-3682160

Recordkeeping

$4,950

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA LIFE INSURANCE CO

Service code 15 · EIN 39-0989781

Recordkeeping

$2,850

AVINTUS2+ years

Service code 15

Recordkeeping

$225

BUN COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUN COMPANY 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