Retirement plan

BURNETT COMPANIES, INC. 401(K) PLAN

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

BURNETT COMPANIES CONSOLIDATED, INCEIN 76-0080808Plan #001PY 2017

9800 RICHMOND, SUITE 800 - HOUSTON, TX 77042713-977-4777LinkedIn51-200 employees

Other plans on this EIN

1 filing

#003Retirement-$25.0M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 21, 2011

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$6.2M

+16.7% from 2016

Total participants

153

-1.3% from 2016

Average account balance

$49,715

+22.3% from 2016

Annual return

15.40%

+9.41 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort945 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$307K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-92.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
KERNS CAPITAL MANAGEMENT2+ years Filed as: KEARNS CAPITAL MANAGEMENT Service code 27 · EIN 76-0488072	Advisory (Plan)	$16,681
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009	Securities Custodian	$7,187
AXIOS ADVISORY GROUP, LTD2+ years Service code 13 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090	Contract Administrator	$4,115
CHARLES SCHWAB & CO., INC.3+ years Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2G2J2K3D

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.
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

$26K

$234 / participant

Investment mgmt$12K46.8%
Contract admin$4K16.0%
Other / not subdivided$10K37.2%

% of EOY assets

0.425%

all-in expense ratio

Categories reported

2 / 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: BRIGGS & VESELKA CO
Auditor EIN: 741769118
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,715

$36,767+35.2%

$81,473-39.0%

$62,293-20.2%

Participation rate

74.1%

54.4%+19.7pp

68.0%+6.1pp

69.5%+4.6pp

Annual return

15.40%

173.80%-158.4pp

38.78%-23.4pp

28.90%-13.5pp

Employer contribution / active EE

$968

$1,128-14.2%

$2,568-62.3%

$2,042-52.6%

Participant deferral / active EE

$2,174

$2,111+3.0%

$3,537-38.5%

$3,169-31.4%

Admin fee / account holder

$211

$797-73.5%

$4,561-95.4%

$479-55.9%

Provider

Service type

Compensation

KERNS CAPITAL MANAGEMENT2+ years

Filed as: KEARNS CAPITAL MANAGEMENT

Service code 27 · EIN 76-0488072

Advisory (Plan)

$16,681

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB BANK

Service code 19 · EIN 42-1558009

Securities Custodian

$7,187

AXIOS ADVISORY GROUP, LTD2+ years

Service code 13 · EIN 25-1722805

115 VIP DRIVE · WEXFORD, PA 15090

Contract Administrator

$4,115

CHARLES SCHWAB & CO., INC.3+ years

Service code 59

Shareholder Servicing

BURNETT COMPANIES, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BURNETT COMPANIES, INC. 401(K) PLAN

Top hat statement on fileNQDC

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