Retirement plan

MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC 401(K) PLAN

Name: MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC - MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC 401(K) PLAN (2015) Form 5500
Creator: MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC 401(K) PLAN, MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC

MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLCEIN 80-0660980Plan #001PY 2015

1015 LOCUST STREET, SUITE 1200 - SAINT LOUIS, MO 63101314-241-2003mesotheliomabook.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

No prior year

Total participants

120

No prior year

Average account balance

$27,749

No prior year

Annual return

-1.07%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.42M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

273

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.60M

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

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98

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

1 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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$79K

$689 / participant

Other / not subdivided$79K100.0%

% of EOY assets

2.528%

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

$27,749

$70,002-60.4%

$115,038-75.9%

$52,331-47.0%

Participation rate

93.0%

72.1%+20.9pp

81.4%+11.6pp

68.1%+24.9pp

Annual return

-1.07%

4.04%-5.1pp

26.14%-27.2pp

4.54%-5.6pp

Employer contribution / active EE

$2,248

$2,715-17.2%

$4,608-51.2%

$1,882+19.5%

Participant deferral / active EE

$5,057

$4,920+2.8%

$6,026-16.1%

$3,022+67.3%

Admin fee / account holder

$701

$566+23.9%

$8,175-91.4%

$592+18.6%

MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC 401(K) 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