Retirement plan

THE MUSSELMAN ABSTRACT CO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN

Name: MUSSELMAN ABSTRACT CO, INC. - THE MUSSELMAN ABSTRACT CO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: MUSSELMAN ABSTRACT CO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MUSSELMAN ABSTRACT CO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN, MUSSELMAN ABSTRACT CO, INC.

MUSSELMAN ABSTRACT CO, INC.EIN 73-0367438Plan #001PY 2015

PO BOX 1072 - BARTLESVILLE, OK 740051072918-336-6410musselmanabstract.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$547K

No prior year

Total participants

No prior year

Average account balance

$68,421

No prior year

Annual return

0.83%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.18M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+20.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$327

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 codes2E2G3D2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$945K

$85926 / participant

Other / not subdivided$945K100.0%

% of EOY assets

172.679%

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

$68,421

$197,819-65.4%

$155,789-56.1%

$125,389-45.4%

Participation rate

72.7%

82.1%-9.4pp

76.1%-3.4pp

83.2%-10.5pp

Annual return

0.83%

86.73%-85.9pp

71.54%-70.7pp

282.24%-281.4pp

Employer contribution / active EE

$2,727

$4,850-43.8%

$3,839-29.0%

$4,866-44.0%

Participant deferral / active EE

$5,631-100.0%

$4,798-100.0%

$5,352-100.0%

Admin fee / account holder

$118,148

$9,544+1138.0%

$7,477+1480.1%

$9,541+1138.3%

THE MUSSELMAN ABSTRACT CO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MUSSELMAN ABSTRACT CO, INC. EMPLOYEE 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