Retirement plan

MILLER-THOMAS-GYEKIS, INC. SALARIED EMPLOYEES PROFIT SHARING PLAN

Name: MILLER-THOMAS-GYEKIS, INC. - MILLER-THOMAS-GYEKIS, INC. SALARIED EMPLOYEES PROFIT SHARING PLAN (2017) Form 5500
Creator: MILLER-THOMAS-GYEKIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER-THOMAS-GYEKIS, INC. SALARIED EMPLOYEES PROFIT SHARING PLAN, MILLER-THOMAS-GYEKIS, INC.

MILLER-THOMAS-GYEKIS, INC.EIN 25-1054605Plan #001PY 2017

3341 STAFFORD STREET - PITTSBURGH, PA 15204412-331-4610mtgroof.comLinkedIn1-10 employeesconstruction

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.1M

+15.7% from 2016

Total participants

0.0% from 2016

Average account balance

$184,955

+15.7% from 2016

Annual return

13.97%

+6.47 pp from 2016

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$171K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$755

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

+14.04%

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 codes2E2F2J2T3D

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).
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$184,955

$106,003+74.5%

$92,236+100.5%

$147,585+25.3%

Participation rate

83.3%

80.4%+2.9pp

76.5%+6.9pp

82.8%+0.5pp

Annual return

13.97%

50.05%-36.1pp

176.29%-162.3pp

578.57%-564.6pp

Employer contribution / active EE

$4,333-100.0%

$3,679-100.0%

$4,876-100.0%

Participant deferral / active EE

$2,698

$4,478-39.7%

$3,897-30.8%

$5,439-50.4%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,885-100.0%

MILLER-THOMAS-GYEKIS, INC. SALARIED EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MILLER-THOMAS-GYEKIS, INC. SALARIED EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion