Retirement plan

BUILDING MATERIAL SPECIALTIES, INC. 401(K) RETIREMENT PLAN

Name: BUILDING MATERIAL SPECIALTIES, INC. - BUILDING MATERIAL SPECIALTIES, INC. 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: BUILDING MATERIAL SPECIALTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUILDING MATERIAL SPECIALTIES, INC. 401(K) RETIREMENT PLAN, BUILDING MATERIAL SPECIALTIES, INC.

BUILDING MATERIAL SPECIALTIES, INC.EIN 93-0858644Plan #001PY 2018

PO BOX 1019 - HILLSBORO, OR 971231019503-640-1886buildingmaterialsspecialties.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.6M

+18.5% from 2017

Total participants

+7.8% from 2017

Average account balance

$86,994

+7.4% from 2017

Annual return

9.86%

+0.48 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

$15.24M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$824K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3507

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$125K

$1953 / participant

Other / not subdivided$125K100.0%

% of EOY assets

2.245%

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

$86,994

$72,404+20.2%

$110,243-21.1%

$64,173+35.6%

Participation rate

92.2%

73.3%+18.9pp

79.8%+12.4pp

69.6%+22.6pp

Annual return

9.86%

-6.29%+16.1pp

314.76%-304.9pp

7.63%+2.2pp

Employer contribution / active EE

$5,469

$2,282+139.7%

$3,827+42.9%

$2,381+129.7%

Participant deferral / active EE

$2,444

$3,469-29.6%

$4,672-47.7%

$3,470-29.6%

Admin fee / account holder

$1,953

$5,664-65.5%

$8,548-77.1%

$4,887-60.0%

BUILDING MATERIAL SPECIALTIES, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUILDING MATERIAL SPECIALTIES, INC. 401(K) RETIREMENT 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