Retirement plan

MARKETPLACE PHL, LLC 401(K) PLAN

Name: MARKETPLACE PHL, LLC - MARKETPLACE PHL, LLC 401(K) PLAN (2016) Form 5500
Creator: MARKETPLACE PHL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARKETPLACE PHL, LLC 401(K) PLAN, MARKETPLACE PHL, LLC

MARKETPLACE PHL, LLCEIN 46-4428763Plan #001PY 2016

8500 ESSINGTON AVENUE, TERMINAL E - UPPER LEVEL - PHILADELPHIA, PA 19153215-937-1200phlfoodandshops.comLinkedIn51-200 employeesreal estate

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$923K

+18.6% from 2015

Total participants

+13.2% from 2015

Average account balance

$15,379

+4.8% from 2015

Annual return

5.82%

+7.84 pp from 2015

Benchmarks

See 3,383 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,383 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3061

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$93 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.462%

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

$15,379

$56,054-72.6%

$171,082-91.0%

$62,881-75.5%

Participation rate

100.0%

62.9%+37.1pp

76.7%+23.3pp

69.3%+30.7pp

Annual return

5.82%

22.52%-16.7pp

32.56%-26.7pp

20.14%-14.3pp

Employer contribution / active EE

$1,303

$1,731-24.7%

$4,002-67.4%

$2,281-42.9%

Participant deferral / active EE

$950

$3,158-69.9%

$4,797-80.2%

$3,203-70.3%

Admin fee / account holder

$71

$3,647-98.1%

$8,520-99.2%

$4,296-98.3%

MARKETPLACE PHL, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARKETPLACE PHL, LLC 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