Retirement plan

MORRIS COUNTY OVERHEAD DOOR 401(K) PLAN

Name: MORRIS COUNTY OVERHEAD DOOR - MORRIS COUNTY OVERHEAD DOOR 401(K) PLAN (2017) Form 5500
Creator: MORRIS COUNTY OVERHEAD DOOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORRIS COUNTY OVERHEAD DOOR 401(K) PLAN, MORRIS COUNTY OVERHEAD DOOR

MORRIS COUNTY OVERHEAD DOOREIN 22-1927402Plan #001PY 2017

943 TABOR ROAD - MORRIS PLAINS, NJ 07950973-538-4181

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$140K

+43.1% from 2016

Total participants

+33.3% from 2016

Average account balance

$69,902

+43.1% from 2016

Annual return

22.51%

+10.69 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$588K

Not enough data

1 years with asset history on file

Average account balance

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

$588K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

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

+17.60%

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 codes2E2F2G2J2T3D

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.
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

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

$204

$51 / participant

Other / not subdivided$204100.0%

% of EOY assets

0.146%

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

$69,902

$99,031-29.4%

$86,597-19.3%

$147,585-52.6%

Participation rate

50.0%

76.3%-26.3pp

73.5%-23.5pp

82.8%-32.8pp

Annual return

22.51%

1312.56%-1290.1pp

964.96%-942.5pp

578.57%-556.1pp

Employer contribution / active EE

$609

$3,132-80.6%

$2,840-78.6%

$4,876-87.5%

Participant deferral / active EE

$4,469

$3,972+12.5%

$3,609+23.8%

$5,439-17.8%

Admin fee / account holder

$102

$5,711-98.2%

$4,906-97.9%

$10,885-99.1%

MORRIS COUNTY OVERHEAD DOOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORRIS COUNTY OVERHEAD DOOR 401(K) 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