Retirement plan

METROPLAINS EMPLOYEE SAVINGS PLAN

Name: METROPLAINS MANAGEMENT, LLC - METROPLAINS EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: METROPLAINS MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, METROPLAINS EMPLOYEE SAVINGS PLAN, METROPLAINS MANAGEMENT, LLC

METROPLAINS MANAGEMENT, LLCEIN 05-0617476Plan #001PY 2016

223 4TH AVENUE NE, SUITE A - DEVILS LAKE, ND 58301701-665-1271metroplains.comLinkedIn201-500 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$8.2M

+17.5% from 2015

Total participants

345

-7.5% from 2015

Average account balance

$45,066

+18.2% from 2015

Annual return

9.17%

+9.00 pp from 2015

Benchmarks

See 542 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort542 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.08M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

251

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.

93.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

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

+10.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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
PLAN STRATEGIES, INC.2+ years Filed as: PSI, INC. Service code 26 · EIN 41-1910561 1675 BROADWAY SUITE 500 · DENVER, CO 80202	Advisory (Participants)	$10,948
LT TRUST COMPANY2+ years Filed as: LT TRUST Service code 15 · EIN 61-1607607 1675 BORADWAY SUITE 500 · DENVER, CO 80202	Recordkeeping	$8,243
NORTHWESTERN MUTUAL INVESTMENT SERV2+ years Filed as: NORTHWESTERN MUTUAL LIFE INS Service code 26 · EIN 39-0509570 720 EAST WINCONSIN AVENUE · MILWAUKEE, WI 53201	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$20K

$71 / participant

Contract admin$9K45.8%
Other / not subdivided$11K54.2%

% of EOY assets

0.246%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EIDE BAILLY
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,066

$42,582+5.8%

$171,082-73.7%

$57,658-21.8%

Participation rate

42.8%

63.9%-21.1pp

76.7%-33.9pp

70.2%-27.4pp

Annual return

9.17%

308.67%-299.5pp

32.56%-23.4pp

5.13%+4.0pp

Employer contribution / active EE

$722

$1,306-44.7%

$4,002-82.0%

$1,974-63.4%

Participant deferral / active EE

$1,696

$2,933-42.2%

$4,797-64.6%

$3,061-44.6%

Admin fee / account holder

$111

$82+34.8%

$8,520-98.7%

$95+17.4%

Provider

Service type

Compensation

PLAN STRATEGIES, INC.2+ years

Filed as: PSI, INC.

Service code 26 · EIN 41-1910561

1675 BROADWAY SUITE 500 · DENVER, CO 80202

Advisory (Participants)

$10,948

LT TRUST COMPANY2+ years

Filed as: LT TRUST

Service code 15 · EIN 61-1607607

1675 BORADWAY SUITE 500 · DENVER, CO 80202

Recordkeeping

$8,243

NORTHWESTERN MUTUAL INVESTMENT SERV2+ years

Filed as: NORTHWESTERN MUTUAL LIFE INS

Service code 26 · EIN 39-0509570

720 EAST WINCONSIN AVENUE · MILWAUKEE, WI 53201

Advisory (Participants)

METROPLAINS EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

METROPLAINS EMPLOYEE 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