Retirement plan

MILHAUS DEVELOPMENT, LLC EMPLOYEES SAVINGS TRUST

Name: MILHAUS DEVELOPMENT, LLC - MILHAUS DEVELOPMENT, LLC EMPLOYEES SAVINGS TRUST (2019) Form 5500
Creator: MILHAUS DEVELOPMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILHAUS DEVELOPMENT, LLC EMPLOYEES SAVINGS TRUST, MILHAUS DEVELOPMENT, LLC

MILHAUS DEVELOPMENT, LLCEIN 27-0915015Plan #001PY 2019

460 VIRGINIA AVE - INDIANAPOLIS, IN 462031700317-672-793121fingers.netLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.8M

+16.4% from 2018

Total participants

216

-48.9% from 2018

Average account balance

$19,108

+140.4% from 2018

Annual return

24.60%

+17.66 pp from 2018

Benchmarks

See 991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort991 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.13M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

338

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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
CMFG LIFE INSURANCE COMPANY4 years Service code 37	Loan Processing	$31,063
PRINCIPAL LIFE INSURANCE COMPANY1 year Service code 13 · EIN 42-0127290	Contract Administrator	$3,819

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$35K

$200 / participant

Contract admin$35K100.0%

% of EOY assets

0.908%

all-in expense ratio

Categories reported

1 / 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: BKD
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,108

$56,918-66.4%

$182,540-89.5%

$65,185-70.7%

Participation rate

91.4%

66.5%+24.9pp

78.0%+13.4pp

70.2%+21.2pp

Annual return

24.60%

27.67%-3.1pp

148.58%-124.0pp

29.38%-4.8pp

Employer contribution / active EE

$4,235

$1,615+162.3%

$4,076+3.9%

$2,177+94.6%

Participant deferral / active EE

$2,585

$3,526-26.7%

$5,525-53.2%

$3,514-26.4%

Admin fee / account holder

$174

$531-67.3%

$8,593-98.0%

$847-79.5%

Provider

Service type

Compensation

CMFG LIFE INSURANCE COMPANY4 years

Service code 37

Loan Processing

$31,063

PRINCIPAL LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 42-0127290

Contract Administrator

$3,819

MILHAUS DEVELOPMENT, LLC EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILHAUS DEVELOPMENT, LLC EMPLOYEES SAVINGS 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