Retirement plan

CHAUFFEURS TEAMSTERS WAREHOUSEMAN & HELPERS LOCAL UNION 135 PROFIT SHARING PLAN

Name: MT. CARMEL STABILIZATION GROUP, INC. - CHAUFFEURS TEAMSTERS WAREHOUSEMAN & HELPERS LOCAL UNION 135 PROFIT SHARING PLAN (2020) Form 5500
Creator: MT. CARMEL STABILIZATION GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAUFFEURS TEAMSTERS WAREHOUSEMAN & HELPERS LOCAL UNION 135 PROFIT SHARING PLAN, MT. CARMEL STABILIZATION GROUP, INC.

MT. CARMEL STABILIZATION GROUP, INC.EIN 37-1075731Plan #002PY 2020

1611 COLLEGE DRIVE - MT. CARMEL, IL 628630000618-262-5118mtcsg.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$13.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+22.7% from 2019

Total participants

+16.7% from 2019

Average account balance

$129,934

+13.3% from 2019

Annual return

15.88%

-4.55 pp from 2019

Benchmarks

See 42,057 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,057 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+17.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66547

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G3D3H

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$129K

$9960 / participant

Other / not subdivided$129K100.0%

% of EOY assets

7.666%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$129,934

$115,770+12.2%

$101,248+28.3%

$158,922-18.2%

Participation rate

92.3%

79.4%+12.9pp

75.8%+16.5pp

82.0%+10.3pp

Annual return

15.88%

56.14%-40.3pp

46.47%-30.6pp

302.83%-286.9pp

Employer contribution / active EE

$16,474

$4,175+294.6%

$3,660+350.2%

$4,761+246.0%

Participant deferral / active EE

$4,957-100.0%

$4,370-100.0%

$5,982-100.0%

Admin fee / account holder

$9,960

$7,245+37.5%

$5,945+67.5%

$11,246-11.4%

CHAUFFEURS TEAMSTERS WAREHOUSEMAN & HELPERS LOCAL UNION 135 PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAUFFEURS TEAMSTERS WAREHOUSEMAN & HELPERS LOCAL UNION 135 PROFIT SHARING 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