Retirement plan

EMPLOYEE BENEFIT PLAN OF BROWN S ELECTRICAL SUPPLY CO., INC.

Name: BROWN S ELECTRICAL SUPPLY CO., INC. - EMPLOYEE BENEFIT PLAN OF BROWN S ELECTRICAL SUPPLY CO., INC. (2018) Form 5500
Creator: BROWN S ELECTRICAL SUPPLY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF BROWN S ELECTRICAL SUPPLY CO., INC., BROWN S ELECTRICAL SUPPLY CO., INC.

BROWN S ELECTRICAL SUPPLY CO., INC.EIN 92-0074068Plan #001PY 2018

1415 SPAR AVE - ANCHORAGE, AK 995011810907-272-2259

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

-13.3% from 2017

Total participants

No prior year

Average account balance

$45,279

No prior year

Annual return

-6.35%

-18.75 pp from 2017

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.01M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5389

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 codes2F2S2T3D

Plan features

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$368K

$11863 / participant

Other / not subdivided$368K100.0%

% of EOY assets

14.504%

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

$45,279

$72,404-37.5%

$110,243-58.9%

$64,173-29.4%

Participation rate

100.0%

73.3%+26.7pp

79.8%+20.2pp

69.6%+30.4pp

Annual return

-6.35%

-6.29%-0.1pp

314.76%-321.1pp

7.63%-14.0pp

Employer contribution / active EE

$1,684

$2,282-26.2%

$3,827-56.0%

$2,381-29.3%

Participant deferral / active EE

$3,583

$3,469+3.3%

$4,672-23.3%

$3,470+3.3%

Admin fee / account holder

$6,567

$5,664+15.9%

$8,548-23.2%

$4,887+34.4%

EMPLOYEE BENEFIT PLAN OF BROWN S ELECTRICAL SUPPLY CO., INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF BROWN S ELECTRICAL SUPPLY CO., INC.

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