Retirement plan

MAILERS HAVEN, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: MAILERS HAVEN, LLC - MAILERS HAVEN, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: MAILERS HAVEN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAILERS HAVEN, LLC 401(K) PROFIT SHARING PLAN AND TRUST, MAILERS HAVEN, LLC

MAILERS HAVEN, LLCEIN 20-1549903Plan #001PY 2017

27819 SMYTH DRIVE - VALENCIA, CA 91355800-557-5487mailershaven.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.2M

+31.4% from 2016

Total participants

+2.4% from 2016

Average account balance

$101,793

+25.0% from 2016

Annual return

20.92%

+13.48 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.69M

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$705K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+11.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15468

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 codes2E2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$62K

$1722 / participant

Other / not subdivided$62K100.0%

% of EOY assets

1.485%

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

$101,793

$85,766+18.7%

$136,298-25.3%

$70,126+45.2%

Participation rate

97.2%

74.2%+23.1pp

81.9%+15.3pp

69.5%+27.7pp

Annual return

20.92%

31.46%-10.5pp

5156.27%-5135.3pp

73.15%-52.2pp

Employer contribution / active EE

$3,929

$2,966+32.5%

$4,696-16.3%

$2,343+67.7%

Participant deferral / active EE

$7,007

$5,051+38.7%

$6,247+12.2%

$3,332+110.3%

Admin fee / account holder

$1,512

$5,421-72.1%

$9,244-83.6%

$4,645-67.5%

MAILERS HAVEN, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAILERS HAVEN, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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