Retirement plan

BPL GLOBAL LLC 401(K) PLAN

Name: BPL GLOBAL LLC - BPL GLOBAL LLC 401(K) PLAN (2021) 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 2021

651 HOLIDAY DRIVE, SUITE 400 - PITTSBURGH, PA 15220724-933-7700

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$662K

+33.5% from 2020

Total participants

+9.1% from 2020

Average account balance

$165,484

+33.5% from 2020

Annual return

19.97%

+0.15 pp from 2020

Benchmarks

See 1,524 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,524 peers

Snapshot2021

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

$165,484

$114,199+44.9%

$119,237+38.8%

$167,553-1.2%

Participation rate

33.3%

83.7%-50.4pp

82.7%-49.4pp

82.1%-48.8pp

Annual return

19.97%

29.88%-9.9pp

30.70%-10.7pp

478.89%-458.9pp

Employer contribution / active EE

$4,480-100.0%

$4,383-100.0%

$4,840-100.0%

Participant deferral / active EE

$5,574

$6,086-8.4%

$6,112-8.8%

$6,343-12.1%

Admin fee / account holder

$8,939-100.0%

$7,229-100.0%

$12,316-100.0%

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