Retirement plan

MARTZ RETIREMENT & SAVINGS PLAN

Name: FRANK MARTZ COACH COMPANY - MARTZ RETIREMENT & SAVINGS PLAN (2017) Form 5500
Creator: FRANK MARTZ COACH COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARTZ RETIREMENT & SAVINGS PLAN, FRANK MARTZ COACH COMPANY

FRANK MARTZ COACH COMPANYEIN 24-0654440Plan #002PY 2017

239 OLD RIVER ROAD - WILKES-BARRE, PA 18702570-821-3838LinkedIn1-10 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#003Retirement-$2.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.2M

+15.4% from 2016

Total participants

209

-1.4% from 2016

Average account balance

$46,640

+20.7% from 2016

Annual return

13.76%

+7.63 pp from 2016

Benchmarks

See 1,029 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,029 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.29M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

129

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.

93.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$567K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$409

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
KRONICK KALADA BERDY & CO., P.C.2+ years Filed as: KRONICK, KALADA, BERDY & CO. P.C. Service code 49 · EIN 23-2667890	Other Services	$6,750
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Service code 13 · EIN 06-1050034	Contract Administrator	$3,720

Plan features & details

Pension benefit codes2E2F2G2J3D3H2T2S

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$60 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.116%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KRONICK KALADA BERDY & CO., P.C
Auditor EIN: 232667890
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,640

$46,297+0.7%

$71,671-34.9%

$62,293-25.1%

Participation rate

93.8%

60.6%+33.2pp

68.7%+25.1pp

69.5%+24.3pp

Annual return

13.76%

22.32%-8.6pp

20.65%-6.9pp

28.90%-15.1pp

Employer contribution / active EE

$1,150

$1,412-18.6%

$2,460-53.3%

$2,042-43.7%

Participant deferral / active EE

$2,042

$2,235-8.7%

$3,438-40.6%

$3,169-35.6%

Admin fee / account holder

$54

$461-88.3%

$5,558-99.0%

$479-88.7%

Provider

Service type

Compensation

KRONICK KALADA BERDY & CO., P.C.2+ years

Filed as: KRONICK, KALADA, BERDY & CO. P.C.

Service code 49 · EIN 23-2667890

Other Services

$6,750

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$3,720

MARTZ RETIREMENT & SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARTZ RETIREMENT & SAVINGS 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