Retirement plan

MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN

Name: MARTIN CLEARWATER & BELL LLP - MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN (2015) Form 5500
Creator: MARTIN CLEARWATER & BELL LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN, MARTIN CLEARWATER & BELL LLP

MARTIN CLEARWATER & BELL LLPEIN 13-2811394Plan #004PY 2015

220 E 42ND ST - NEW YORK, NY 100175806212-916-0999mcblaw.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement-$22.7M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.2M

No prior year

Total participants

107

No prior year

Average account balance

$91,769

No prior year

Annual return

0.18%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.21M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

127

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.

83.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$811K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+3.49%

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 codes2E2F2G2J3D

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.
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

$25

$0 / participant

Other / not subdivided$25100.0%

% of EOY assets

0.000%

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: RAICH ENDE MALTER & CO.
Auditor EIN: 112336434
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,769

$72,177+27.1%

$115,038-20.2%

$59,633+53.9%

Participation rate

53.2%

72.6%-19.3pp

81.4%-28.1pp

68.7%-15.4pp

Annual return

0.18%

12.02%-11.8pp

26.14%-26.0pp

2041.45%-2041.3pp

Employer contribution / active EE

$2,841-100.0%

$4,608-100.0%

$2,203-100.0%

Participant deferral / active EE

$6,219

$4,783+30.0%

$6,026+3.2%

$3,192+94.9%

Admin fee / account holder

$4,927-100.0%

$8,175-100.0%

$4,297-100.0%

MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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