Retirement plan

MIDWEST LIME COMPANY 401K PLAN

Name: MIDWEST LIME COMPANY - MIDWEST LIME COMPANY 401K PLAN (2018) Form 5500
Creator: MIDWEST LIME COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST LIME COMPANY 401K PLAN, MIDWEST LIME COMPANY

MIDWEST LIME COMPANYEIN 71-0386815Plan #001PY 2018

HIGHWAY 167 NORTH - BATESVILLE, AR 72501870-793-2317LinkedIn1-10 employeesmining & metals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+13.9% from 2017

Total participants

0.0% from 2017

Average account balance

$63,919

+13.9% from 2017

Annual return

5.75%

+3.20 pp from 2017

Benchmarks

See 1,803 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,803 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

105.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$179K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+6.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2656

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 codes2E2F2G2J

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.

Opportunity flags

1 tripped

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

$18K

$801 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.021%

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

$63,919

$147,167-56.6%

$111,392-42.6%

$135,379-52.8%

Participation rate

100.0%

84.0%+16.0pp

78.9%+21.1pp

82.6%+17.4pp

Annual return

5.75%

-4.44%+10.2pp

-2.06%+7.8pp

519.79%-514.0pp

Employer contribution / active EE

$1,192

$5,204-77.1%

$4,328-72.5%

$4,779-75.1%

Participant deferral / active EE

$5,191

$6,565-20.9%

$5,567-6.8%

$5,609-7.4%

Admin fee / account holder

$653

$20,270-96.8%

$12,266-94.7%

$10,828-94.0%

MIDWEST LIME COMPANY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST LIME COMPANY 401K 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