Retirement plan

MUIRFIELD ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

Name: MUIRFIELD ASSOCIATION, INC. - MUIRFIELD ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MUIRFIELD ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUIRFIELD ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN, MUIRFIELD ASSOCIATION, INC.

MUIRFIELD ASSOCIATION, INC.EIN 51-0146488Plan #001PY 2018

8372 MUIRFIELD DRIVE - DUBLIN, OH 430178590614-889-0922muirfieldassociation.comLinkedIn11-50 employeescivic & social organization

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$37K

No prior year

Total participants

No prior year

Average account balance

$2,491

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$254K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

113.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$737

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 codes2E2F2G2J2R3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$567

$30 / participant

Other / not subdivided$567100.0%

% of EOY assets

1.517%

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

$2,491

$90,606-97.3%

$79,466-96.9%

$135,379-98.2%

Participation rate

73.7%

76.0%-2.4pp

73.3%+0.3pp

82.6%-9.0pp

Annual return

0.00%

977.69%-977.7pp

718.28%-718.3pp

519.79%-519.8pp

Employer contribution / active EE

$1,130

$3,068-63.2%

$2,800-59.6%

$4,779-76.4%

Participant deferral / active EE

$930

$4,050-77.0%

$3,704-74.9%

$5,609-83.4%

Admin fee / account holder

$38

$5,895-99.4%

$5,104-99.3%

$10,828-99.7%

MUIRFIELD ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUIRFIELD ASSOCIATION, INC. 401(K) 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