Retirement plan

MID-AMERICA ACCOUNTS CONTROL BUREAU, INC 401K

Name: MID-AMERICA ACCOUNTS CONTROL BUREAU, INC - MID-AMERICA ACCOUNTS CONTROL BUREAU, INC 401K (2017) Form 5500
Creator: MID-AMERICA ACCOUNTS CONTROL BUREAU, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MID-AMERICA ACCOUNTS CONTROL BUREAU, INC 401K, MID-AMERICA ACCOUNTS CONTROL BUREAU, INC

MID-AMERICA ACCOUNTS CONTROL BUREAU, INCEIN 43-1185298Plan #001PY 2017

614 S WALL AVE - JOPLIN, MO 64801417-781-7470LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$304K

+40.2% from 2016

Total participants

+8.3% from 2016

Average account balance

$23,407

+29.4% from 2016

Annual return

18.71%

+3.00 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$945K

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3226

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$10K

$763 / participant

Other / not subdivided$10K100.0%

% of EOY assets

3.258%

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

$23,407

$101,063-76.8%

$81,473-71.3%

$147,585-84.1%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

18.71%

32.41%-13.7pp

38.78%-20.1pp

578.58%-559.9pp

Employer contribution / active EE

$1,260

$3,206-60.7%

$2,568-50.9%

$4,876-74.2%

Participant deferral / active EE

$2,709

$4,242-36.2%

$3,537-23.4%

$5,439-50.2%

Admin fee / account holder

$763

$5,812-86.9%

$4,561-83.3%

$10,886-93.0%

MID-AMERICA ACCOUNTS CONTROL BUREAU, INC 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MID-AMERICA ACCOUNTS CONTROL BUREAU, INC 401K

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