Retirement plan

MECHANICAL BREAKDOWN PROTECTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: MECHANICAL BREAKDOWN PROTECTION, INC. - MECHANICAL BREAKDOWN PROTECTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: MECHANICAL BREAKDOWN PROTECTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MECHANICAL BREAKDOWN PROTECTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN, MECHANICAL BREAKDOWN PROTECTION, INC.

MECHANICAL BREAKDOWN PROTECTION, INC.EIN 43-1265395Plan #003PY 2017

250 NE MULBERRY - LEES SUMMIT, MO 64086816-347-0900

Other plans on this EIN

1 filing

#002Retirement-$4.8M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.2M

+29.5% from 2016

Total participants

+6.1% from 2016

Average account balance

$320,400

+22.1% from 2016

Annual return

27.92%

+14.21 pp from 2016

Benchmarks

See 7,913 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,913 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.56M

Not enough data

1 years with asset history on file

Average account balance

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

$477K

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$793K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+7.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43069

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 codes2P2E3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$355K

$11105 / participant

Other / not subdivided$355K100.0%

% of EOY assets

3.169%

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

$320,400

$53,127+503.1%

$86,597+270.0%

$70,131+356.9%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

27.92%

27.66%+0.3pp

964.96%-937.0pp

73.14%-45.2pp

Employer contribution / active EE

$13,930

$2,068+573.5%

$2,840+390.6%

$2,342+494.7%

Participant deferral / active EE

$2,696-100.0%

$3,609-100.0%

$3,332-100.0%

Admin fee / account holder

$10,153

$3,585+183.2%

$4,906+107.0%

$4,645+118.6%

MECHANICAL BREAKDOWN PROTECTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MECHANICAL BREAKDOWN PROTECTION, INC. EMPLOYEE STOCK OWNERSHIP 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