Retirement plan

MCA - MARYLAND RETIREMENT PLAN

Name: MECHANICAL CONTRACTORS ASSOCIATION OF MARYLAND, INC. - MCA - MARYLAND RETIREMENT PLAN (2017) Form 5500
Creator: MECHANICAL CONTRACTORS ASSOCIATION OF MARYLAND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCA - MARYLAND RETIREMENT PLAN, MECHANICAL CONTRACTORS ASSOCIATION OF MARYLAND, INC.

MECHANICAL CONTRACTORS ASSOCIATION OF MARYLAND, INC.EIN 52-0632294Plan #001PY 2017

3600 O'DONNELL STREET, SOUTH TOWER, SUITE 800 - BALTIMORE, MD 21224410-276-1926mca-maryland.orgLinkedIn201-500 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$451K

+46.2% from 2016

Total participants

0.0% from 2016

Average account balance

$150,469

+46.2% from 2016

Annual return

27.83%

+21.40 pp from 2016

Benchmarks

See 37,233 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,233 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$702K

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26763

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

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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 codes2E2G3D2F2J

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$120

$60 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.027%

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

$150,469

$105,998+42.0%

$92,233+63.1%

$147,584+2.0%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

27.83%

50.05%-22.2pp

176.28%-148.4pp

578.55%-550.7pp

Employer contribution / active EE

$15,174

$4,333+250.2%

$3,679+312.4%

$4,876+211.2%

Participant deferral / active EE

$13,200

$4,478+194.8%

$3,897+238.7%

$5,439+142.7%

Admin fee / account holder

$40

$6,332-99.4%

$5,194-99.2%

$10,885-99.6%

MCA - MARYLAND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCA - MARYLAND RETIREMENT 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