Retirement plan

BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

Name: BENTLEY SCHOOL - BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN (2017) Form 5500
Creator: BENTLEY SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN, BENTLEY SCHOOL

BENTLEY SCHOOLEIN 94-1700304Plan #001PY 2017

ONE HILLER DRIVE - OAKLAND, CA 94618510-843-2512bentleyschool.orgLinkedIn51-200 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18.3M

+15.3% from 2016

Total participants

369

+11.8% from 2016

Average account balance

$52,625

+9.0% from 2016

Annual return

12.90%

+12.99 pp from 2016

Benchmarks

See 1,431 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,431 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.08M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

430

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.70%

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

1 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 codes2F2G2L2M2T

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ARMANINO, LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,625

$57,976-9.2%

$63,005-16.5%

$62,293-15.5%

Participation rate

86.5%

75.9%+10.6pp

74.8%+11.7pp

69.5%+17.0pp

Annual return

12.90%

17.54%-4.6pp

87.59%-74.7pp

28.90%-16.0pp

Employer contribution / active EE

$3,461

$2,415+43.3%

$2,760+25.4%

$2,042+69.4%

Participant deferral / active EE

$4,733

$2,956+60.1%

$3,329+42.2%

$3,169+49.3%

Admin fee / account holder

$276-100.0%

$3,599-100.0%

$479-100.0%

BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 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