Retirement plan

ADERANS USA SAVINGS & RETIREMENT PLAN

Name: BOSLEY, INC. - ADERANS USA SAVINGS & RETIREMENT PLAN (2021) Form 5500
Creator: BOSLEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADERANS USA SAVINGS & RETIREMENT PLAN, BOSLEY, INC.

BOSLEY, INC.EIN 95-4233663Plan #002PY 2021

9100 WILSHIRE BLVD EAST TOWER PENTH - BEVERLY HILLS, CA 90212310-288-4440bosley.comLinkedIn501-1000 employeeshospital & health care

Prospect flagsLow returnsFailed to transmit contributions

Top hat statement on fileNQDC

Filed June 7, 2013

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$71M

+13.3% from 2020

Total participants

1,755

-2.0% from 2020

Average account balance

$42,881

+13.8% from 2020

Annual return

12.76%

+1.42 pp from 2020

Benchmarks

See 813 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort813 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$81.11M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

1,516

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.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$229

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
PASADENA PRIVATE WEALTH LLC2 years Service code 27 2 N LAKE AVE STE 520 · PASADENA, CA 91101	Advisory (Plan)	$110,283
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$96,959
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$46,975
FIDUCIARY INVESTMENT ADVISORS2 years Filed as: FIDUCIARY OUTSOURCING LLC Service code 13 2225 W WHISPERING WIND DR STE 201 · PHOENIX, AZ 85085	Contract Administrator	$46,618
TRUCKER HUSS4 years Service code 29 ONE EMBARCADERO CENTER 12TH FLOOR · SAN FRANCISCO, CA 941113628	Legal	$27,970
FARBER HASS HURLEY LLP7+ years Service code 10 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311	Accounting	$27,582

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$326K

$261 / participant

Investment mgmt$206K63.1%
Contract admin$47K14.4%
Other / not subdivided$73K22.5%

% of EOY assets

0.459%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FARBER HASS & HURLEY, LLP
Auditor EIN: 204207759
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,881

$120,450-64.4%

$159,436-73.1%

$93,030-53.9%

Participation rate

92.1%

78.0%+14.1pp

82.8%+9.3pp

73.9%+18.2pp

Annual return

12.76%

27.11%-14.4pp

263.57%-250.8pp

158.70%-145.9pp

Employer contribution / active EE

$734

$3,526-79.2%

$4,829-84.8%

$2,706-72.9%

Participant deferral / active EE

$4,126

$7,283-43.3%

$7,352-43.9%

$4,562-9.6%

Admin fee / account holder

$197

$137+44.0%

$10,799-98.2%

$152+29.8%

Provider

Service type

Compensation

PASADENA PRIVATE WEALTH LLC2 years

Service code 27

2 N LAKE AVE STE 520 · PASADENA, CA 91101

Advisory (Plan)

$110,283

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: ADVISED ASSETS GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$96,959

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$46,975

FIDUCIARY INVESTMENT ADVISORS2 years

Filed as: FIDUCIARY OUTSOURCING LLC

Service code 13

2225 W WHISPERING WIND DR STE 201 · PHOENIX, AZ 85085

Contract Administrator

$46,618

TRUCKER HUSS4 years

Service code 29

ONE EMBARCADERO CENTER 12TH FLOOR · SAN FRANCISCO, CA 941113628

Legal

$27,970

FARBER HASS HURLEY LLP7+ years

Service code 10

9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311

Accounting

$27,582

ADERANS USA SAVINGS & RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADERANS USA SAVINGS & RETIREMENT PLAN

Top hat statement on fileNQDC

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