Retirement plan

B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST

Name: B&R FISH BY-PRODUCTS INC - B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST (2017) Form 5500
Creator: B&R FISH BY-PRODUCTS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST, B&R FISH BY-PRODUCTS INC

B&R FISH BY-PRODUCTS INCEIN 92-0123203Plan #001PY 2017

819 LOWER MILL BAY ROAD - KODIAK, AK 99615907-539-1749LinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$319K

+58.3% from 2016

Total participants

+33.3% from 2016

Average account balance

$45,510

+35.7% from 2016

Annual return

12.39%

+17.03 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.85%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$45,510

$100,901-54.9%

$75,501-39.7%

$147,586-69.2%

Participation rate

87.5%

77.1%+10.4pp

72.4%+15.1pp

82.8%+4.7pp

Annual return

12.39%

35.78%-23.4pp

27.35%-15.0pp

578.59%-566.2pp

Employer contribution / active EE

$2,076

$3,253-36.2%

$2,352-11.7%

$4,876-57.4%

Participant deferral / active EE

$9,474

$4,027+135.3%

$3,142+201.5%

$5,439+74.2%

Admin fee / account holder

$11,285-100.0%

$5,801-100.0%

$10,886-100.0%

B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST

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