Retirement plan

MARTIN SULLIVAN, INC. RETIREMENT SAVINGS PLAN

Name: MARTIN SULLIVAN, INC. - MARTIN SULLIVAN, INC. RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: MARTIN SULLIVAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARTIN SULLIVAN, INC. RETIREMENT SAVINGS PLAN, MARTIN SULLIVAN, INC.

MARTIN SULLIVAN, INC.EIN 37-1322641Plan #001PY 2015

250 E. MAIN STREET, SUITE 402 - GALESBURG, IL 61401309-343-1423

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$5.3M

No prior year

Total participants

262

No prior year

Average account balance

$22,517

No prior year

Annual return

-1.57%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.76M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

109

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.99%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
BENEFIT PLANNING CONSULTANTS1+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 61826	Pension Consulting	$0

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

1 tripped

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

$7K

$30 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.131%

all-in expense ratio

Categories reported

0 / 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: STRIEGEL KNOBLOCH & COMPANY, LLC
Auditor EIN: 371122831
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,517

$57,108-60.6%

$94,229-76.1%

$52,331-57.0%

Participation rate

88.4%

72.9%+15.5pp

78.8%+9.6pp

68.1%+20.3pp

Annual return

-1.57%

1.47%-3.0pp

10.68%-12.3pp

4.54%-6.1pp

Employer contribution / active EE

$1,830

$1,735+5.4%

$3,587-49.0%

$1,882-2.8%

Participant deferral / active EE

$2,421

$3,040-20.3%

$4,320-44.0%

$3,022-19.9%

Admin fee / account holder

$29

$546-94.6%

$6,269-99.5%

$592-95.0%

Provider

Service type

Compensation

BENEFIT PLANNING CONSULTANTS1+ years

Filed as: BENEFIT PLANNING CONSULTANTS INC

Service code 17

PO BOX 7500 · CHAMPAIGN, IL 61826

Pension Consulting

MARTIN SULLIVAN, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARTIN SULLIVAN, INC. RETIREMENT SAVINGS 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