Retirement plan

TUBBS MARINE SERVICE, INC. 401(K) PLAN

Name: TUBBS MARINE SERVICE, INC - TUBBS MARINE SERVICE, INC. 401(K) PLAN (2018) Form 5500
Creator: TUBBS MARINE SERVICE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TUBBS MARINE SERVICE, INC. 401(K) PLAN, TUBBS MARINE SERVICE, INC

TUBBS MARINE SERVICE, INCEIN 43-1027438Plan #001PY 2018

P.O. BOX 107 - LONEDELL, MO 63060314-574-0957

Other plans on this EIN

1 filing

#002Retirement-$484K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$209K

-6.6% from 2017

Total participants

0.0% from 2017

Average account balance

$104,561

-6.6% from 2017

Annual return

-6.65%

-18.17 pp from 2017

Benchmarks

See 935 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort935 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$381K

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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

+15.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1794

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 codes2E2J3D

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.
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

$2K

$1053 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.007%

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

$104,561

$149,333-30.0%

$106,387-1.7%

$135,382-22.8%

Participation rate

100.0%

81.5%+18.5pp

77.5%+22.5pp

82.6%+17.4pp

Annual return

-6.65%

0.52%-7.2pp

0.25%-6.9pp

519.77%-526.4pp

Employer contribution / active EE

$4,984-100.0%

$3,520-100.0%

$4,779-100.0%

Participant deferral / active EE

$7,230-100.0%

$5,421-100.0%

$5,609-100.0%

Admin fee / account holder

$1,053

$15,952-93.4%

$7,510-86.0%

$10,829-90.3%

TUBBS MARINE SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TUBBS MARINE SERVICE, INC. 401(K) 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