Retirement plan

FIDELITY MANAGEMENT TRUST CO - TRUSTEE - MERRELL FISHING COMPANY - PROFIT SHARING KEOGH - 401(K)

Name: MERRELL FISHING COMPANY - FIDELITY MANAGEMENT TRUST CO - TRUSTEE - MERRELL FISHING COMPANY - PROFIT SHARING KEOGH - 401(K) (2015) Form 5500
Creator: MERRELL FISHING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIDELITY MANAGEMENT TRUST CO - TRUSTEE - MERRELL FISHING COMPANY - PROFIT SHARING KEOGH - 401(K), MERRELL FISHING COMPANY

MERRELL FISHING COMPANYEIN 20-0188548Plan #001PY 2015

8041 JAMES ISLAND TRL - JACKSONVILLE, FL 322562312904-642-9636LinkedIn1-10 employeesfishery

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$48K

No prior year

Total participants

No prior year

Average account balance

$24,192

No prior year

Annual return

-4.46%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$73K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.81%

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$24,192

$106,115-77.2%

$85,969-71.9%

$125,389-80.7%

Participation rate

100.0%

84.1%+15.9pp

76.5%+23.5pp

83.2%+16.8pp

Annual return

-4.46%

13.93%-18.4pp

9.32%-13.8pp

282.24%-286.7pp

Employer contribution / active EE

$4,537-100.0%

$3,474-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,859-100.0%

$3,829-100.0%

$5,352-100.0%

Admin fee / account holder

$8,144-100.0%

$6,053-100.0%

$9,541-100.0%

FIDELITY MANAGEMENT TRUST CO - TRUSTEE - MERRELL FISHING COMPANY - PROFIT SHARING KEOGH - 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIDELITY MANAGEMENT TRUST CO - TRUSTEE - MERRELL FISHING COMPANY - PROFIT SHARING KEOGH - 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion