Retirement plan

MORRELL MANUFACTURING, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: MORRELL MANUFACTURING, INC. - MORRELL MANUFACTURING, INC. 401(K) RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: MORRELL MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORRELL MANUFACTURING, INC. 401(K) RETIREMENT SAVINGS PLAN, MORRELL MANUFACTURING, INC.

MORRELL MANUFACTURING, INC.EIN 71-0836614Plan #001PY 2019

1721 HIGHWAY 71 NORTH - ALMA, AR 72921479-632-5929morrelltargets.comLinkedIn51-200 employeessporting goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+24.5% from 2018

Total participants

+11.9% from 2018

Average account balance

$31,981

+17.7% from 2018

Annual return

16.63%

+21.69 pp from 2018

Benchmarks

See 14,956 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,956 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

132.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$589

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 codes2E2G2J3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$117 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.280%

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

$31,981

$72,486-55.9%

$87,103-63.3%

$72,976-56.2%

Participation rate

73.8%

72.8%+1.0pp

76.9%-3.1pp

69.5%+4.3pp

Annual return

16.63%

24.46%-7.8pp

28.19%-11.6pp

81.02%-64.4pp

Employer contribution / active EE

$956

$1,894-49.5%

$2,521-62.1%

$2,440-60.8%

Participant deferral / active EE

$1,802

$3,270-44.9%

$4,049-55.5%

$3,608-50.0%

Admin fee / account holder

$90

$5,055-98.2%

$7,491-98.8%

$5,124-98.3%

MORRELL MANUFACTURING, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORRELL MANUFACTURING, INC. 401(K) RETIREMENT SAVINGS 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