Retirement plan

BPL GLOBAL LLC 401(K) PLAN

Name: BPL GLOBAL LLC - BPL GLOBAL LLC 401(K) PLAN (2016) Form 5500
Creator: BPL GLOBAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BPL GLOBAL LLC 401(K) PLAN, BPL GLOBAL LLC

BPL GLOBAL LLCEIN 84-1661989Plan #002PY 2016

651 HOLIDAY DRIVE, SUITE 300 - PITTSBURGH, PA 15220724-933-7700

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$199K

+92.5% from 2015

Total participants

+8.3% from 2015

Average account balance

$33,168

+92.5% from 2015

Annual return

12.43%

+12.76 pp from 2015

Benchmarks

See 1,255 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,255 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$263K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

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

+21.37%

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

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 codes2E2J2F2G3D2T

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$33,168

$88,583-62.6%

$88,497-62.5%

$273,972-87.9%

Participation rate

46.2%

83.5%-37.3pp

82.4%-36.3pp

83.0%-36.9pp

Annual return

12.43%

5.68%+6.8pp

7.63%+4.8pp

41.46%-29.0pp

Employer contribution / active EE

$4,502-100.0%

$4,036-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,366

$4,891+30.1%

$4,899+29.9%

$5,287+20.4%

Admin fee / account holder

$8,980-100.0%

$6,220-100.0%

$10,133-100.0%

BPL GLOBAL LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BPL GLOBAL LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion