Retirement plan

BIENVENU BROTHERS ENTERPRISES, INC. PENSION AND PROFIT SHARING PLAN

Name: BIENVENU BROTHERS ENTERPRISES, INC. - BIENVENU BROTHERS ENTERPRISES, INC. PENSION AND PROFIT SHARING PLAN (2018) Form 5500
Creator: BIENVENU BROTHERS ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIENVENU BROTHERS ENTERPRISES, INC. PENSION AND PROFIT SHARING PLAN, BIENVENU BROTHERS ENTERPRISES, INC.

BIENVENU BROTHERS ENTERPRISES, INC.EIN 72-0874065Plan #002PY 2018

212 ELMEER PLACE - METAIRIE, LA 70005504-835-7783

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$288K

-7.5% from 2017

Total participants

0.0% from 2017

Average account balance

$22,185

-14.6% from 2017

Annual return

-6.70%

-14.08 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$532K

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4155

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$44K

$3989 / participant

Other / not subdivided$44K100.0%

% of EOY assets

15.212%

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

$22,185

$97,732-77.3%

$83,831-73.5%

$135,380-83.6%

Participation rate

81.8%

80.0%+1.9pp

76.1%+5.7pp

82.6%-0.8pp

Annual return

-6.70%

1287.56%-1294.3pp

850.99%-857.7pp

519.81%-526.5pp

Employer contribution / active EE

$1,483

$4,222-64.9%

$3,631-59.2%

$4,779-69.0%

Participant deferral / active EE

$1,483

$4,683-68.3%

$4,082-63.7%

$5,609-73.6%

Admin fee / account holder

$3,375

$6,675-49.4%

$5,479-38.4%

$10,828-68.8%

BIENVENU BROTHERS ENTERPRISES, INC. PENSION AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIENVENU BROTHERS ENTERPRISES, INC. PENSION AND 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