Retirement plan

BLACKLIDGE EMULSIONS, INC. 401(K) PLAN

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

BLACKLIDGE EMULSIONS, INC.EIN 64-0783034Plan #002PY 2017

12251 BERNARD PARKWAY, SUITE 200 - GULFPORT, MS 39501228-864-8360

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.2M

+45.9% from 2016

Total participants

119

+3.5% from 2016

Average account balance

$20,672

+37.7% from 2016

Annual return

20.68%

+8.63 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.54M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$336K

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

+15.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18730

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

Top 4 by compensation

Provider	Service type	Compensation
ADMNISTRATION PARTNERS LLC3+ years Service code 15 · EIN 63-1262296	Recordkeeping	$0
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 01-0233346	Recordkeeping	$0
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070	Contract Administrator	$0
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2G2J2K3D2T3H

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.
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.
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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$24K

$341 / participant

Contract admin$24K100.0%

% of EOY assets

1.095%

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: WINDHAM BRANNON, PC
Auditor EIN: 581763439
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,672

$67,411-69.3%

$91,004-77.3%

$70,126-70.5%

Participation rate

83.1%

71.4%+11.7pp

75.6%+7.5pp

69.5%+13.6pp

Annual return

20.68%

-40.16%+60.8pp

4.60%+16.1pp

73.15%-52.5pp

Employer contribution / active EE

$2,561

$1,786+43.4%

$2,456+4.3%

$2,343+9.3%

Participant deferral / active EE

$4,030

$2,823+42.8%

$3,548+13.6%

$3,332+21.0%

Admin fee / account holder

$226

$4,236-94.7%

$5,417-95.8%

$4,645-95.1%

Provider

Service type

Compensation

ADMNISTRATION PARTNERS LLC3+ years

Service code 15 · EIN 63-1262296

Recordkeeping

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Service code 15 · EIN 01-0233346

Recordkeeping

LINCOLN NATIONAL CORPORATION3+ years

Filed as: LINCOLN NATIONAL CORP

Service code 13 · EIN 35-1140070

Contract Administrator

STADION MONEY MANAGEMENT3+ years

Service code 26 · EIN 58-2099805

Advisory (Participants)

BLACKLIDGE EMULSIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLACKLIDGE EMULSIONS, INC. 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