Retirement plan

EMPLOYEE BENEFIT PLAN OF MIDSTATE FILIGREE SYSTEMS, INC.

Name: MIDSTATE FILIGREE SYSTEMS, INC. - EMPLOYEE BENEFIT PLAN OF MIDSTATE FILIGREE SYSTEMS, INC. (2016) Form 5500
Creator: MIDSTATE FILIGREE SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MIDSTATE FILIGREE SYSTEMS, INC., MIDSTATE FILIGREE SYSTEMS, INC.

MIDSTATE FILIGREE SYSTEMS, INC.EIN 22-2330091Plan #001PY 2016

PO BOX 435 - CRANBURY, NJ 08512609-448-8700filigreeinc.comLinkedIn11-50 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6M

No prior year

Total participants

No prior year

Average account balance

$229,673

No prior year

Annual return

7.12%

No prior year

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.21M

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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.

57.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2910

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 codes2E2T

Plan features

2E
Profit-sharing
Profit-sharing 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.

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

$86K

$4117 / participant

Other / not subdivided$86K100.0%

% of EOY assets

1.448%

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

$229,673

$103,949+120.9%

$69,182+232.0%

$273,972-16.2%

Participation rate

95.2%

67.4%+27.9pp

55.1%+40.1pp

83.0%+12.2pp

Annual return

7.12%

35.28%-28.2pp

-21.93%+29.1pp

41.46%-34.3pp

Employer contribution / active EE

$3,713

$1,783+108.3%

$1,206+207.9%

$4,869-23.7%

Participant deferral / active EE

$6,445

$2,716+137.3%

$1,897+239.8%

$5,287+21.9%

Admin fee / account holder

$3,325

$3,671-9.4%

$2,697+23.3%

$10,133-67.2%

EMPLOYEE BENEFIT PLAN OF MIDSTATE FILIGREE SYSTEMS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MIDSTATE FILIGREE SYSTEMS, INC.

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