Retirement plan

MERRILL SAND & GRAVEL, INC. EMPLOYEE PREVAILING WAGE RETIREMENT BENEFIT FUND

Name: MERRILL SAND & GRAVEL, INC. - MERRILL SAND & GRAVEL, INC. EMPLOYEE PREVAILING WAGE RETIREMENT BENEFIT FUND (2018) Form 5500
Creator: MERRILL SAND & GRAVEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MERRILL SAND & GRAVEL, INC. EMPLOYEE PREVAILING WAGE RETIREMENT BENEFIT FUND, MERRILL SAND & GRAVEL, INC.

MERRILL SAND & GRAVEL, INC.EIN 39-1347766Plan #001PY 2018

2505 E STURDEVANT ST - MERRILL, WI 54452715-536-6223merrillgravel.comLinkedIn11-50 employeesmining & metals

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$478K

+15.0% from 2017

Total participants

+9.1% from 2017

Average account balance

$39,821

-13.7% from 2017

Annual return

11.79%

+2.31 pp from 2017

Benchmarks

See 1,803 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,803 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$397K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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 codes2E2G2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$70

$6 / participant

Other / not subdivided$70100.0%

% of EOY assets

0.015%

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

$39,821

$147,167-72.9%

$111,392-64.3%

$135,380-70.6%

Participation rate

100.0%

84.0%+16.0pp

78.9%+21.1pp

82.6%+17.4pp

Annual return

11.79%

-4.44%+16.2pp

-2.06%+13.9pp

519.81%-508.0pp

Employer contribution / active EE

$1,213

$5,204-76.7%

$4,328-72.0%

$4,779-74.6%

Participant deferral / active EE

$6,565-100.0%

$5,567-100.0%

$5,609-100.0%

Admin fee / account holder

$20,270-100.0%

$12,266-100.0%

$10,828-99.9%

MERRILL SAND & GRAVEL, INC. EMPLOYEE PREVAILING WAGE RETIREMENT BENEFIT FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MERRILL SAND & GRAVEL, INC. EMPLOYEE PREVAILING WAGE RETIREMENT BENEFIT FUND

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