Retirement plan

FERGUSON, MULLIGAN & POET 401(K) RETIREMENT PLAN

Name: FERGUSON, MULLIGAN & POET, LLC - FERGUSON, MULLIGAN & POET 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: FERGUSON, MULLIGAN & POET, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FERGUSON, MULLIGAN & POET 401(K) RETIREMENT PLAN, FERGUSON, MULLIGAN & POET, LLC

FERGUSON, MULLIGAN & POET, LLCEIN 46-0787775Plan #001PY 2016

1926 LAKE RD., STE. 3 - PONCA CITY, OK 74604580-762-6890fmpadvisor.comLinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$509K

+52.6% from 2015

Total participants

+25.0% from 2015

Average account balance

$127,175

+52.6% from 2015

Annual return

15.33%

+26.13 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.01M

Not enough data

1 years with asset history on file

Average account balance

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

$603K

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

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+21.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14179

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 codes2E2F2G3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$127,175

$153,769-17.3%

$133,975-5.1%

$273,972-53.6%

Participation rate

80.0%

88.4%-8.4pp

87.1%-7.1pp

83.0%-3.0pp

Annual return

15.33%

36.51%-21.2pp

29.29%-14.0pp

41.46%-26.1pp

Employer contribution / active EE

$14,523

$6,029+140.9%

$5,211+178.7%

$4,869+198.3%

Participant deferral / active EE

$10,340

$6,958+48.6%

$6,282+64.6%

$5,287+95.6%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

FERGUSON, MULLIGAN & POET 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FERGUSON, MULLIGAN & POET 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion