Retirement plan

BERCO REDWOOD, INC. 401(K) PROFIT SHARING PLAN

Name: BERCO REDWOOD, INC. - BERCO REDWOOD, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BERCO REDWOOD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERCO REDWOOD, INC. 401(K) PROFIT SHARING PLAN, BERCO REDWOOD, INC.

BERCO REDWOOD, INC.EIN 94-2815875Plan #001PY 2017

860 RIVERSIDE AVENUE - ROSEVILLE, CA 95678916-483-2001LinkedIn51-200 employeesbuilding materials

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$557K

+86.6% from 2016

Total participants

+8.3% from 2016

Average account balance

$10,320

+83.1% from 2016

Annual return

19.62%

+9.97 pp from 2016

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.06M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

108

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.

73.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$697K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1096

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$15K

$256 / participant

Other / not subdivided$15K100.0%

% of EOY assets

2.621%

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

$10,320

$54,541-81.1%

$78,778-86.9%

$70,126-85.3%

Participation rate

80.7%

60.8%+19.9pp

69.2%+11.5pp

69.5%+11.2pp

Annual return

19.62%

21.07%-1.5pp

35.62%-16.0pp

73.15%-53.5pp

Employer contribution / active EE

$1,528

$1,089+40.4%

$1,986-23.0%

$2,343-34.8%

Participant deferral / active EE

$2,236

$2,210+1.2%

$2,958-24.4%

$3,332-32.9%

Admin fee / account holder

$270

$3,709-92.7%

$5,134-94.7%

$4,645-94.2%

BERCO REDWOOD, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERCO REDWOOD, INC. 401(K) PROFIT SHARING 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