Retirement plan

MWM CONSULTING GROUP, INC. 401K PLAN

Name: MWM CONSULTING GROUP, INC. - MWM CONSULTING GROUP, INC. 401K PLAN (2017) Form 5500
Creator: MWM CONSULTING GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MWM CONSULTING GROUP, INC. 401K PLAN, MWM CONSULTING GROUP, INC.

MWM CONSULTING GROUP, INC.EIN 36-3870584Plan #001PY 2017

55 EAST JACKSON BOULEVARD, STE 1000 - CHICAGO, IL 60604312-987-9097LinkedIn11-50 employeesfinancial services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$879K

+21.8% from 2016

Total participants

0.0% from 2016

Average account balance

$219,697

+21.8% from 2016

Annual return

18.08%

+7.44 pp from 2016

Benchmarks

See 114,326 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,326 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$376K

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

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

+8.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8250

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$219,697

$150,445+46.0%

$136,297+61.2%

$147,585+48.9%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

18.08%

1049.14%-1031.1pp

5156.16%-5138.1pp

578.57%-560.5pp

Employer contribution / active EE

$5,256-100.0%

$4,696-100.0%

$4,876-100.0%

Participant deferral / active EE

$6,673

$6,631+0.6%

$6,247+6.8%

$5,439+22.7%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,885-100.0%

MWM CONSULTING GROUP, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MWM CONSULTING GROUP, INC. 401K 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