Retirement plan

MCCALLUM GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: MCCALLUM GROUP, INC. - MCCALLUM GROUP, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MCCALLUM GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCCALLUM GROUP, INC. 401(K) PROFIT SHARING PLAN, MCCALLUM GROUP, INC.

MCCALLUM GROUP, INC.EIN 75-2970835Plan #002PY 2016

1130 K STREET, SUITE 150 - SACRAMENTO, CA 95814916-446-5058mgiadvocacy.comLinkedIn1-10 employeeslegal services

Other plans on this EIN

1 filing

#001Retirement-$805K assets

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+19.3% from 2015

Total participants

+33.3% from 2015

Average account balance

$557,713

+19.3% from 2015

Annual return

14.49%

+16.10 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$612K

Not enough data

1 years with asset history on file

Average account balance

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

$306K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+8.67%

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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$557,713

$93,064+499.3%

$74,577+647.8%

$273,972+103.6%

Participation rate

50.0%

74.9%-24.9pp

68.1%-18.1pp

83.0%-33.0pp

Annual return

14.49%

26.18%-11.7pp

20.47%-6.0pp

41.46%-27.0pp

Employer contribution / active EE

$4,020

$3,160+27.2%

$2,525+59.2%

$4,869-17.4%

Participant deferral / active EE

$7,346

$4,160+76.6%

$3,458+112.4%

$5,287+38.9%

Admin fee / account holder

$5,273-100.0%

$4,138-100.0%

$10,133-100.0%

MCCALLUM GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MCCALLUM GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion