Retirement plan

BLUE MOUNTAIN ARTS, INC. RETIREMENT PLAN

Name: BLUE MOUNTAIN ARTS, INC. - BLUE MOUNTAIN ARTS, INC. RETIREMENT PLAN (2016) Form 5500
Creator: BLUE MOUNTAIN ARTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE MOUNTAIN ARTS, INC. RETIREMENT PLAN, BLUE MOUNTAIN ARTS, INC.

BLUE MOUNTAIN ARTS, INC.EIN 84-1515611Plan #001PY 2016

P.O. BOX 1046 - LA JOLLA, CA 92038858-456-8500LinkedIn51-200 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$11.1M

-10.4% from 2015

Total participants

147

-2.6% from 2015

Average account balance

$89,747

-4.7% from 2015

Annual return

4.51%

+5.36 pp from 2015

Benchmarks

See 2,366 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,366 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.02M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

181.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$343K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13069

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 1 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH2+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$3,010

Plan features & details

Pension benefit codes2E2G2J2F2T3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$30 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.027%

all-in expense ratio

Categories reported

0 / 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: JGD & ASSOCIATES, LLP
Auditor EIN: 953132551
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,747

$63,924+40.4%

$108,582-17.3%

$55,167+62.7%

Participation rate

77.5%

74.3%+3.1pp

79.6%-2.1pp

69.0%+8.5pp

Annual return

4.51%

15.31%-10.8pp

-51.70%+56.2pp

169.23%-164.7pp

Employer contribution / active EE

$1,963

$1,879+4.5%

$3,758-47.8%

$1,9630%

Participant deferral / active EE

$3,799

$3,067+23.9%

$4,311-11.9%

$3,054+24.4%

Admin fee / account holder

$24

$618-96.1%

$7,645-99.7%

$504-95.2%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH2+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$3,010

BLUE MOUNTAIN ARTS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE MOUNTAIN ARTS, INC. 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