Retirement plan

BROULIM'S SUPERMARKETS, INC. 401(K) RETIREMENT PLAN

Name: BROULIM'S SUPER MARKET, INC. - BROULIM'S SUPERMARKETS, INC. 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: BROULIM'S SUPER MARKET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROULIM'S SUPERMARKETS, INC. 401(K) RETIREMENT PLAN, BROULIM'S SUPER MARKET, INC.

BROULIM'S SUPER MARKET, INC.EIN 82-0185104Plan #004PY 2017

182 N. STATE ST. - RIGBY, ID 83442208-745-9201LinkedIn201-500 employeessupermarkets

Other plans on this EIN

1 filing

#005Retirement-$5.6M assets

Prospect flagsLow returnsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$10.1M

+10.6% from 2016

Total participants

463

+13.8% from 2016

Average account balance

$41,942

+7.4% from 2016

Annual return

12.13%

+11.61 pp from 2016

Benchmarks

See 1,218 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,218 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

$1.29M

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

-97.22%

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA ADVISORS, LLC Service code 27 200 N SEPULVEDA STE 1200 · EL SEGUNDO, CA 90245	Advisory (Plan)	$31,820
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$13,717
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$6,916
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, VA 22911	Contract Administrator	$3,575

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$22K

$53 / participant

Contract admin$22K100.0%

% of EOY assets

0.221%

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: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,942

$48,064-12.7%

$78,778-46.8%

$69,631-39.8%

Participation rate

47.4%

61.6%-14.2pp

69.2%-21.8pp

70.7%-23.3pp

Annual return

12.13%

21.81%-9.7pp

35.62%-23.5pp

27571.02%-27558.9pp

Employer contribution / active EE

$744-100.0%

$1,986-100.0%

$2,032-100.0%

Participant deferral / active EE

$1,268

$2,079-39.0%

$2,958-57.1%

$3,224-60.7%

Admin fee / account holder

$93

$152-39.0%

$5,134-98.2%

$110-16.0%

Provider

Service type

Compensation

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA ADVISORS, LLC

Service code 27

200 N SEPULVEDA STE 1200 · EL SEGUNDO, CA 90245

Advisory (Plan)

$31,820

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$13,717

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$6,916

BLUE CHIP RETIREMENT PLANS, INC.3+ years

Filed as: BLUE RIDGE ESOP ASSOCIATES

Service code 13

154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, VA 22911

Contract Administrator

$3,575

BROULIM'S SUPERMARKETS, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROULIM'S SUPERMARKETS, INC. 401(K) 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