Retirement plan

MAUCK AND COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: MAUCK AND COMPANY, INC. - MAUCK AND COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: MAUCK AND COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAUCK AND COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST, MAUCK AND COMPANY, INC.

MAUCK AND COMPANY, INC.EIN 47-4458556Plan #001PY 2020

621 MOOREFIELD PARK DR. STE E - NORTH CHESTERFIELD, VA 23236804-358-1965

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$114K

+61.2% from 2019

Total participants

+8.3% from 2019

Average account balance

$9,463

-59.7% from 2019

Annual return

8.98%

-8.62 pp from 2019

Benchmarks

See 22,203 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,203 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$457K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

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

+9.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 6-year trajectory. $4.99 for your first month.

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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

1 tripped

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

$710

$59 / participant

Other / not subdivided$710100.0%

% of EOY assets

0.625%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,463

$162,781-94.2%

$133,956-92.9%

$158,922-94.0%

Participation rate

91.7%

83.2%+8.4pp

79.8%+11.8pp

82.0%+9.7pp

Annual return

8.98%

41.94%-33.0pp

45.09%-36.1pp

302.83%-293.8pp

Employer contribution / active EE

$952

$4,975-80.9%

$3,919-75.7%

$4,761-80.0%

Participant deferral / active EE

$2,113

$5,911-64.3%

$5,048-58.1%

$5,982-64.7%

Admin fee / account holder

$59

$11,736-99.5%

$8,927-99.3%

$11,246-99.5%

MAUCK AND COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAUCK AND COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

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