Retirement plan

THE BIONETICS CORPORATION UNION 401(K) SAVINGS PLAN

Name: THE BIONETICS CORPORATION - THE BIONETICS CORPORATION UNION 401(K) SAVINGS PLAN (2015) Form 5500
Creator: THE BIONETICS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BIONETICS CORPORATION UNION 401(K) SAVINGS PLAN, THE BIONETICS CORPORATION

THE BIONETICS CORPORATIONEIN 95-2572691Plan #005PY 2015

101 PRODUCTION DRIVE, SUITE 100 - YORKTOWN, VA 236934025757-873-0900bionetics.comLinkedIn501-1000 employeesaviation & aerospace

Other plans on this EIN

2 filings

#001Retirement-$25.4M assets #006Retirement-$846K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.5M

No prior year

Total participants

190

No prior year

Average account balance

$29,142

No prior year

Annual return

2.21%

No prior year

Benchmarks

See 3,280 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,280 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.79M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

140

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.

62.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$408K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$93

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

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Sales loads (front end and deferred);...	$19,806
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$20K

$314 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.358%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: CHERRY, BAEKERT & HOLLAND
Auditor EIN: 560574444
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,142

$39,798-26.8%

$67,704-57.0%

$59,633-51.1%

Participation rate

100.0%

57.4%+42.6pp

67.5%+32.5pp

68.7%+31.3pp

Annual return

2.21%

89.94%-87.7pp

25.41%-23.2pp

2041.45%-2039.2pp

Employer contribution / active EE

$3,735

$1,393+168.2%

$2,559+45.9%

$2,203+69.6%

Participant deferral / active EE

$7,433

$2,335+218.3%

$3,585+107.3%

$3,192+132.9%

Admin fee / account holder

$104

$3,212-96.8%

$4,255-97.6%

$4,297-97.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Sales loads (front end and deferred);...

$19,806

MID ATLANTIC CAPITAL CORPORATION1+ years

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

THE BIONETICS CORPORATION UNION 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BIONETICS CORPORATION UNION 401(K) SAVINGS 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