Retirement plan

BC PARTNERS RETIREMENT PLAN

Name: BC PARTNERS ADVISORS L. P. - BC PARTNERS RETIREMENT PLAN (2020) Form 5500
Creator: BC PARTNERS ADVISORS L. P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BC PARTNERS RETIREMENT PLAN, BC PARTNERS ADVISORS L. P.

BC PARTNERS ADVISORS L. P.EIN 82-1523134Plan #001PY 2020

650 MADISON AVE. 23RD FL. - NEW YORK, NY 10022212-891-2883

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.9M

+34.8% from 2019

Total participants

+35.4% from 2019

Average account balance

$112,237

-5.9% from 2019

Annual return

17.74%

-4.62 pp from 2019

Benchmarks

See 8,772 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,772 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.55M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

121.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+17.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16597

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 codes2E2G2J3D

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.
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

$111K

$2056 / participant

Other / not subdivided$111K100.0%

% of EOY assets

1.867%

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

$112,237

$60,119+86.7%

$90,430+24.1%

$79,858+40.5%

Participation rate

77.8%

65.0%+12.8pp

72.7%+5.1pp

69.6%+8.1pp

Annual return

17.74%

71.94%-54.2pp

1293.73%-1276.0pp

31.72%-14.0pp

Employer contribution / active EE

$688

$2,068-66.7%

$3,262-78.9%

$2,471-72.2%

Participant deferral / active EE

$15,300

$2,938+420.8%

$3,963+286.1%

$3,740+309.1%

Admin fee / account holder

$2,095

$3,976-47.3%

$5,613-62.7%

$5,306-60.5%

BC PARTNERS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BC PARTNERS 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