Retirement plan

EMPLOYEE BENEFIT PLAN OF M-B-W, INC. M-B-W, INC.

Name: M-B-W, INC. - EMPLOYEE BENEFIT PLAN OF M-B-W, INC. M-B-W, INC. (2016) Form 5500
Creator: M-B-W, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF M-B-W, INC. M-B-W, INC., M-B-W, INC.

M-B-W, INC.EIN 39-1081431Plan #001PY 2016

250 HARTFORD RD - SLINGER, WI 530869545262-644-5234

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+11.7% from 2015

Total participants

-3.3% from 2015

Average account balance

$88,607

+15.5% from 2015

Annual return

8.59%

+3.90 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.57M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

184.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$362K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18795

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 codes2F2S2T3D

Plan features

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).
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

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

$90K

$2361 / participant

Other / not subdivided$90K100.0%

% of EOY assets

1.716%

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

$88,607

$60,349+46.8%

$74,184+19.4%

$62,881+40.9%

Participation rate

100.0%

72.7%+27.3pp

76.6%+23.4pp

69.3%+30.7pp

Annual return

8.59%

21.38%-12.8pp

17.74%-9.1pp

20.14%-11.6pp

Employer contribution / active EE

$570

$1,680-66.1%

$2,370-76.0%

$2,281-75.0%

Participant deferral / active EE

$5,643

$2,856+97.6%

$3,550+59.0%

$3,203+76.2%

Admin fee / account holder

$1,521

$4,261-64.3%

$5,586-72.8%

$4,296-64.6%

EMPLOYEE BENEFIT PLAN OF M-B-W, INC. M-B-W, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF M-B-W, INC. M-B-W, INC.

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