Retirement plan

MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC. PENSION PLAN

Name: MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC. - MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC. PENSION PLAN (2017) Form 5500
Creator: MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC. PENSION PLAN, MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC.

MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC.EIN 22-1832074Plan #001PY 2017

77 HAMILTON AVENUE - FORDS, NJ 08863732-661-9500LinkedIn1-10 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$557K

+20.3% from 2016

Total participants

-12.5% from 2016

Average account balance

$79,641

+37.5% from 2016

Annual return

11.66%

+13.21 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$825K

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$847

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

$17K

$2405 / participant

Other / not subdivided$17K100.0%

% of EOY assets

3.020%

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

$79,641

$99,017-19.6%

$86,587-8.0%

$147,585-46.0%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

11.66%

1312.37%-1300.7pp

964.86%-953.2pp

578.56%-566.9pp

Employer contribution / active EE

$6,923

$3,132+121.0%

$2,839+143.8%

$4,876+42.0%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$2,405

$5,710-57.9%

$4,906-51.0%

$10,885-77.9%

MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDDLESEX COUNTY MULTIPLE LISTING SYSTEM, INC. PENSION 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