Retirement plan

BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN

Name: BLUE BIRD, INC. - BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN (2024) Form 5500
Creator: BLUE BIRD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN, BLUE BIRD, INC.

BLUE BIRD, INC.EIN 91-0363620Plan #001PY 2024

P.O. BOX 378 - PESHASTIN, WA 98841509-548-1700bluebirdpears.comLinkedIn501-1000 employeesfood production

Prospect flagsHigh feesLow participationLow employer contributionLow participant contributionCorrective distributions

Top hat statement on fileNQDC

Filed October 23, 2020

Plan administrator

Plan administrator name- on Solo, $4.99 for your first month

PO Box 378

Peshastin, WA 98847

Email- on Solo, $4.99 for your first month Phone- on Solo, $4.99 for your first month

Plans declared (1)

Blue Bird, Inc. Non-Qualified Deferred Compensation Plan1 emp

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How to read this page

Total assets (EOY)

$4.8M

+1.5% from 2023

Total participants

277

-27.1% from 2023

Average account balance

$73,325

+7.6% from 2023

Annual return

14.46%

-0.46 pp from 2023

Benchmarks

See 271 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort271 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.84M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

16.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$271K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$407

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 26 · EIN 06-1397347	Advisory (Participants)	$24,834
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259	Custodial (other than securities); In...	$3,628
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO., INC Service code 18	Custodial (other than securities); Cu...	$0
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782	Custodial (other than securities); Sh...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$27K

$107 / participant

Recordkeeping$2K7.6%
Investment mgmt$25K92.4%

% of EOY assets

0.555%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CORDELL, NEHER & COMPANY, PLLC
Auditor EIN: 910950793
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,325

$72,994+0.5%

$120,354-39.1%

$77,643-5.6%

Participation rate

16.3%

55.2%-39.0pp

71.9%-55.6pp

70.6%-54.3pp

Annual return

14.46%

18.23%-3.8pp

107.15%-92.7pp

31.24%-16.8pp

Employer contribution / active EE

$301

$1,793-83.2%

$3,463-91.3%

$2,726-88.9%

Participant deferral / active EE

$775

$3,011-74.3%

$4,991-84.5%

$4,647-83.3%

Admin fee / account holder

$407

$658-38.1%

$9,423-95.7%

$430-5.4%

Provider

Service type

Compensation

USI CONSULTING GROUP1 year

Filed as: USI ADVISORS

Service code 26 · EIN 06-1397347

Advisory (Participants)

$24,834

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 18 · EIN 82-3967259

Custodial (other than securities); In...

$3,628

CHARLES SCHWAB & CO., INC.10+ years

Filed as: CHARLES SCHWAB & CO., INC

Service code 18

Custodial (other than securities); Cu...

CHARLES SCHWAB & CO., INC.10+ years

Service code 18 · EIN 94-1737782

Custodial (other than securities); Sh...

BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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