Retirement plan

BUNNELL, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN

Name: BUNNELL, INC. - BUNNELL, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: BUNNELL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUNNELL, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN, BUNNELL, INC.

BUNNELL, INC.EIN 87-0366387Plan #001PY 2016

436 LAWNDALE DR - SALT LAKE CITY, UT 841152917801-467-0811bunl.comLinkedIn51-200 employeesmedical devices

Other plans on this EIN

1 filing

#002Retirement-$11.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.9M

No prior year

Total participants

No prior year

Average account balance

$107,897

No prior year

Annual return

5.77%

No prior year

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.14M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

107.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$518K

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

+15.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37639

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 codes2E2F2G2J2T3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$234K

$5851 / participant

Other / not subdivided$234K100.0%

% of EOY assets

4.820%

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

$107,897

$60,349+78.8%

$74,184+45.4%

$62,881+71.6%

Participation rate

97.5%

72.7%+24.8pp

76.6%+20.9pp

69.3%+28.2pp

Annual return

5.77%

21.38%-15.6pp

17.74%-12.0pp

20.14%-14.4pp

Employer contribution / active EE

$3,042

$1,680+81.1%

$2,370+28.4%

$2,281+33.4%

Participant deferral / active EE

$5,322

$2,856+86.3%

$3,550+49.9%

$3,203+66.2%

Admin fee / account holder

$5,201

$4,261+22.1%

$5,586-6.9%

$4,296+21.1%

BUNNELL, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUNNELL, INC. EMPLOYEE 401(K) PROFIT SHARING 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