Retirement plan

BLANTON TURNER RETIREMENT PLAN

Name: B-T WASHINGTON - BLANTON TURNER RETIREMENT PLAN (2017) Form 5500
Creator: B-T WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLANTON TURNER RETIREMENT PLAN, B-T WASHINGTON

B-T WASHINGTONdba BLANTON TURNEREIN 80-0720012Plan #001PY 2017

159 S. JACKSON ST., SUITE 320 - SEATTLE, WA 981043097206-973-1983

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.7M

+61.7% from 2016

Total participants

216

+11.9% from 2016

Average account balance

$16,783

+15.1% from 2016

Annual return

24.42%

+13.67 pp from 2016

Benchmarks

See 939 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort939 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.16M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

202

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.

64.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$261

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 3 by compensation

Provider	Service type	Compensation
COMPENSATION CONSULTANTS, INC.2 years Service code 15 · EIN 91-0988389 1605 WOODRIDGE DR. S.E. · PORT ORCHARD, WA 98366	Recordkeeping	$0
PANAGIOTU PENSION ADVISORS, INC.1 year Filed as: PANAGIOTU PENSION ADVISORS Service code 15 · EIN 91-1463664 7350 CIRQUE DR. W., SUITE 201 · UNIVERSITY PLACE, WA 98467	Recordkeeping	$0
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 999 - 3RD AVE., SUITE 4000 · SEATTLE, WA 98104	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J2K2T3D

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.

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

$3K

$16 / participant

Investment mgmt$3K100.0%

% of EOY assets

0.109%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CORDELL, NEHER & COMPANY, PLLC
Auditor EIN: 910950793
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,783

$52,639-68.1%

$185,117-90.9%

$62,293-73.1%

Participation rate

71.0%

63.9%+7.2pp

77.3%-6.2pp

69.5%+1.5pp

Annual return

24.42%

19.57%+4.8pp

40.50%-16.1pp

28.90%-4.5pp

Employer contribution / active EE

$1,471

$1,483-0.8%

$4,182-64.8%

$2,042-28.0%

Participant deferral / active EE

$2,132

$3,097-31.2%

$5,045-57.7%

$3,169-32.7%

Admin fee / account holder

$18

$374-95.1%

$8,159-99.8%

$479-96.2%

Provider

Service type

Compensation

COMPENSATION CONSULTANTS, INC.2 years

Service code 15 · EIN 91-0988389

1605 WOODRIDGE DR. S.E. · PORT ORCHARD, WA 98366

Recordkeeping

PANAGIOTU PENSION ADVISORS, INC.1 year

Filed as: PANAGIOTU PENSION ADVISORS

Service code 15 · EIN 91-1463664

7350 CIRQUE DR. W., SUITE 201 · UNIVERSITY PLACE, WA 98467

Recordkeeping

WELLS FARGO BANK, N.A.2 years

Filed as: WELLS FARGO ADVISORS

Service code 27

999 - 3RD AVE., SUITE 4000 · SEATTLE, WA 98104

Advisory (Plan)

BLANTON TURNER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLANTON TURNER 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