Retirement plan

MCGILLIVRAY ENVIRONMENTAL LLC EMPLOYEE SAVINGS PLAN

Name: MCGILLIVARAY ENVIRONMENTAL LLC - MCGILLIVRAY ENVIRONMENTAL LLC EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: MCGILLIVARAY ENVIRONMENTAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCGILLIVRAY ENVIRONMENTAL LLC EMPLOYEE SAVINGS PLAN, MCGILLIVARAY ENVIRONMENTAL LLC

MCGILLIVARAY ENVIRONMENTAL LLCEIN 51-0428846Plan #001PY 2016

P.O. BOX 1041, 630 EAST MULLAN AVENUE - OSBURN, ID 83849208-556-6384

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$347K

+27.6% from 2015

Total participants

+130.8% from 2015

Average account balance

$13,885

-33.7% from 2015

Annual return

6.21%

+6.67 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

180.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2445

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 codes2E2J2G3D

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.
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.

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

$13,885

$56,894-75.6%

$84,753-83.6%

$62,881-77.9%

Participation rate

82.1%

68.5%+13.6pp

76.6%+5.5pp

69.3%+12.8pp

Annual return

6.21%

6.30%-0.1pp

22.78%-16.6pp

20.14%-13.9pp

Employer contribution / active EE

$481

$2,400-80.0%

$3,574-86.5%

$2,281-78.9%

Participant deferral / active EE

$1,596

$2,709-41.1%

$3,712-57.0%

$3,203-50.2%

Admin fee / account holder

$3,581-100.0%

$5,333-100.0%

$4,296-100.0%

MCGILLIVRAY ENVIRONMENTAL LLC EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MCGILLIVRAY ENVIRONMENTAL LLC EMPLOYEE SAVINGS 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