Retirement plan

BALDWIN HACKETT & MEEKS, INC 401(K) PROFIT SHARING PLAN

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

BALDWIN HACKETT & MEEKS, INC.EIN 75-2133589Plan #001PY 2017

11602 W CENTER RD, STE 100 - OMAHA, NE 681444441402-333-3300

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$12.3M

+27.3% from 2016

Total participants

+11.5% from 2016

Average account balance

$183,138

+14.0% from 2016

Annual return

20.97%

+11.54 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.52M

Not enough data

1 years with asset history on file

Average account balance

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

$402K

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.

124.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$691K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61683

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 codes2E3D2G2J2R2F2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$52K

$824 / participant

Other / not subdivided$52K100.0%

% of EOY assets

0.423%

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

$183,138

$85,766+113.5%

$136,298+34.4%

$70,126+161.2%

Participation rate

98.4%

74.2%+24.3pp

81.9%+16.5pp

69.5%+28.9pp

Annual return

20.97%

31.46%-10.5pp

5156.27%-5135.3pp

73.15%-52.2pp

Employer contribution / active EE

$2,309

$2,966-22.2%

$4,696-50.8%

$2,343-1.4%

Participant deferral / active EE

$7,579

$5,051+50.0%

$6,247+21.3%

$3,332+127.5%

Admin fee / account holder

$774

$5,421-85.7%

$9,244-91.6%

$4,645-83.3%

BALDWIN HACKETT & MEEKS, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BALDWIN HACKETT & MEEKS, 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