Retirement plan

B MOYER RADIO COMMUNICATIONS 401 K PROFIT SHARING PLAN TRUST

Name: B MOYER RADIO COMMUNICATIONS L - B MOYER RADIO COMMUNICATIONS 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: B MOYER RADIO COMMUNICATIONS L
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B MOYER RADIO COMMUNICATIONS 401 K PROFIT SHARING PLAN TRUST, B MOYER RADIO COMMUNICATIONS L

B MOYER RADIO COMMUNICATIONS LEIN 26-0764974Plan #001PY 2016

1800 SOUTH FORGE ROAD - PALMYRA, PA 17078717-838-0220moyerradio.comLinkedIn11-50 employeespublic safety

Prospect flagsLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$17K

+108581.3% from 2015

Total participants

-10.0% from 2015

Average account balance

$2,898

+18013.5% from 2015

Annual return

16768.75%

+16768.75 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$367K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+17.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$862

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23

$3 / participant

Other / not subdivided$23100.0%

% of EOY assets

0.132%

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

$2,898

$88,707-96.7%

$74,184-96.1%

$273,972-98.9%

Participation rate

66.7%

79.4%-12.8pp

76.6%-10.0pp

83.0%-16.3pp

Annual return

16768.75%

11.94%+16756.8pp

17.74%+16751.0pp

41.46%+16727.3pp

Employer contribution / active EE

$3,159-100.0%

$2,370-100.0%

$4,869-100.0%

Participant deferral / active EE

$1,632

$4,212-61.2%

$3,550-54.0%

$5,287-69.1%

Admin fee / account holder

$8,717-100.0%

$5,586-99.9%

$10,133-100.0%

B MOYER RADIO COMMUNICATIONS 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

B MOYER RADIO COMMUNICATIONS 401 K PROFIT SHARING PLAN 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