Retirement plan

JOHN M. MOBLEY & SONS PARTNERSHIP 401(K) PROFIT SHARING PLAN

Name: JOHN M. MOBLEY & SONS PARTNERSHIP - JOHN M. MOBLEY & SONS PARTNERSHIP 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: JOHN M. MOBLEY & SONS PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN M. MOBLEY & SONS PARTNERSHIP 401(K) PROFIT SHARING PLAN, JOHN M. MOBLEY & SONS PARTNERSHIP

JOHN M. MOBLEY & SONS PARTNERSHIPEIN 58-2043439Plan #001PY 2016

405 TIFT AVENUE - TIFTON, GA 31794229-382-6960

Prospect flagsHigh feesLow participationLow employer contribution

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

No prior year

Average account balance

$183,313

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$383K

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.

45.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.66%

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 codes2E2G2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$22K

$1222 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.923%

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

$183,313

$136,307+34.5%

$106,619+71.9%

$273,972-33.1%

Participation rate

50.0%

84.8%-34.8pp

78.0%-28.0pp

83.0%-33.0pp

Annual return

0.00%

11.05%-11.1pp

9.42%-9.4pp

41.46%-41.5pp

Employer contribution / active EE

$758

$5,190-85.4%

$3,947-80.8%

$4,869-84.4%

Participant deferral / active EE

$4,328

$4,969-12.9%

$3,930+10.1%

$5,287-18.2%

Admin fee / account holder

$1,692

$8,625-80.4%

$6,418-73.6%

$10,133-83.3%

JOHN M. MOBLEY & SONS PARTNERSHIP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN M. MOBLEY & SONS PARTNERSHIP 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