Retirement plan

MILL CORPORATION PROFIT SHARING PLAN AND TRUST

Name: MILL CORPORATION - MILL CORPORATION PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: MILL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILL CORPORATION PROFIT SHARING PLAN AND TRUST, MILL CORPORATION

MILL CORPORATIONEIN 23-1889146Plan #001PY 2015

6101 TACONY STREET - PHILADELPHIA, PA 19135215-333-8700

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.9M

No prior year

Total participants

No prior year

Average account balance

$393,872

No prior year

Annual return

-1.35%

No prior year

Benchmarks

See 5,259 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort5,259 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.38M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

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

+7.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$341862

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$104K

$17374 / participant

Other / not subdivided$104K100.0%

% of EOY assets

2.647%

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

$393,872

$75,935+418.7%

$60,547+550.5%

$125,388+214.1%

Participation rate

100.0%

76.5%+23.5pp

68.0%+32.0pp

83.2%+16.8pp

Annual return

-1.35%

-5.38%+4.0pp

335.64%-337.0pp

282.24%-283.6pp

Employer contribution / active EE

$21,889

$3,438+536.7%

$2,419+804.7%

$4,866+349.8%

Participant deferral / active EE

$7,783

$4,506+72.7%

$3,328+133.9%

$5,352+45.4%

Admin fee / account holder

$10,424

$6,768+54.0%

$4,536+129.8%

$9,541+9.3%

MILL CORPORATION PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILL CORPORATION 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