Retirement plan

MIDWEST INDUSTRIAL RUBBER, INC. 401(K) PLAN

Name: MIDWEST INDUSTRIAL RUBBER, INC. - MIDWEST INDUSTRIAL RUBBER, INC. 401(K) PLAN (2016) Form 5500
Creator: MIDWEST INDUSTRIAL RUBBER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST INDUSTRIAL RUBBER, INC. 401(K) PLAN, MIDWEST INDUSTRIAL RUBBER, INC.

MIDWEST INDUSTRIAL RUBBER, INC.EIN 43-1187912Plan #001PY 2016

10431-B MIDWEST INDUSTRIAL DRIVE - ST. LOUIS, MO 63132314-890-0070

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.5M

+16.8% from 2015

Total participants

271

+10.2% from 2015

Average account balance

$64,597

+6.0% from 2015

Annual return

10.03%

+11.36 pp from 2015

Benchmarks

See 1,948 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,948 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$87.47M

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.

1,205

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.33M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$193

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
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS Service code 50 · EIN 61-1740806	Direct Payment	$31,855

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$32K

$190 / participant

Investment mgmt$32K100.0%

% of EOY assets

0.182%

all-in expense ratio

Categories reported

1 / 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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,597

$56,640+14.0%

$78,002-17.2%

$55,167+17.1%

Participation rate

100.0%

73.3%+26.7pp

75.5%+24.5pp

69.0%+31.0pp

Annual return

10.03%

2868.48%-2858.4pp

425.99%-416.0pp

169.23%-159.2pp

Employer contribution / active EE

$2,756

$1,724+59.9%

$2,470+11.6%

$1,963+40.4%

Participant deferral / active EE

$5,149

$2,778+85.4%

$3,497+47.3%

$3,054+68.6%

Admin fee / account holder

$118

$467-74.8%

$5,481-97.9%

$504-76.7%

Provider

Service type

Compensation

MARINER LLC1 year

Filed as: MARINER RETIREMENT ADVISORS

Service code 50 · EIN 61-1740806

Direct Payment

$31,855

MIDWEST INDUSTRIAL RUBBER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST INDUSTRIAL RUBBER, 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