Retirement plan

401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF MABEY'S MOVING &

Name: MABEY'S MOVING & STORAGE, INC. - 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF MABEY'S MOVING & (2015) Form 5500
Creator: MABEY'S MOVING & STORAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF MABEY'S MOVING &, MABEY'S MOVING & STORAGE, INC.

MABEY'S MOVING & STORAGE, INC.EIN 14-1501031Plan #001PY 2015

515 3RD AVENUE EXTENSION - RENSSELAER, NY 12144518-283-0017mabeys.comLinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$863K

No prior year

Total participants

No prior year

Average account balance

$22,122

No prior year

Annual return

-2.91%

No prior year

Benchmarks

See 46 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Cohort46 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

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.

78.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+7.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8676

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 codes2E2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$57K

Other / not subdivided$57K100.0%

% of EOY assets

6.559%

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

$22,122

$59,150-62.6%

$60,547-63.5%

Participation rate

0.0%

47.9%-47.9pp

68.0%-68.0pp

Annual return

-2.91%

-0.08%-2.8pp

335.64%-338.5pp

Employer contribution / active EE

$732-100.0%

$2,419-100.0%

Participant deferral / active EE

$1,539-100.0%

$3,328-100.0%

Admin fee / account holder

$1,451

$1,787-18.8%

$4,536-68.0%

401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF MABEY'S MOVING &

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF MABEY'S MOVING &

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