Retirement plan

MID-CONTINENT INDUSTRIAL INSULATION, INC. PROFIT SHARING PLAN

Name: MID-CONTINENT INDUSTRIAL INSULATION, INC. - MID-CONTINENT INDUSTRIAL INSULATION, INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: MID-CONTINENT INDUSTRIAL INSULATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MID-CONTINENT INDUSTRIAL INSULATION, INC. PROFIT SHARING PLAN, MID-CONTINENT INDUSTRIAL INSULATION, INC.

MID-CONTINENT INDUSTRIAL INSULATION, INC.EIN 48-0602117Plan #003PY 2021

1100 S. YUMA AVENUE, SUITE B - INDEPENDENCE, MO 64056816-921-4300LinkedIn11-50 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

+12.3% from 2020

Total participants

-12.5% from 2020

Average account balance

$408,506

+28.4% from 2020

Annual return

11.17%

+4.85 pp from 2020

Benchmarks

See 44,702 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,702 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$329K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+6.23%

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

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 codes2E2G3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$246

$49 / participant

Other / not subdivided$246100.0%

% of EOY assets

0.009%

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

$408,506

$124,330+228.6%

$109,173+274.2%

$167,536+143.8%

Participation rate

100.0%

79.5%+20.5pp

75.9%+24.1pp

82.1%+17.9pp

Annual return

11.17%

26.04%-14.9pp

25.75%-14.6pp

478.82%-467.6pp

Employer contribution / active EE

$6,000

$4,209+42.5%

$3,723+61.2%

$4,839+24.0%

Participant deferral / active EE

$5,256-100.0%

$4,654-100.0%

$6,342-100.0%

Admin fee / account holder

$35

$7,974-99.6%

$6,755-99.5%

$12,315-99.7%

MID-CONTINENT INDUSTRIAL INSULATION, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MID-CONTINENT INDUSTRIAL INSULATION, INC. PROFIT SHARING 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