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 (2016) 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 2016

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)

$4.5M

+43.5% from 2015

Total participants

136

+13.3% from 2015

Average account balance

$35,115

+26.5% from 2015

Annual return

18.32%

+19.39 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

$216K

$1753 / participant

Other / not subdivided$216K100.0%

% of EOY assets

4.835%

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

$35,115

$75,183-53.3%

$123,894-71.7%

$55,167-36.3%

Participation rate

92.7%

72.8%+19.9pp

81.4%+11.3pp

69.0%+23.7pp

Annual return

18.32%

19.01%-0.7pp

47.52%-29.2pp

169.23%-150.9pp

Employer contribution / active EE

$2,481

$2,823-12.1%

$4,617-46.3%

$1,963+26.4%

Participant deferral / active EE

$5,248

$5,084+3.2%

$5,984-12.3%

$3,054+71.8%

Admin fee / account holder

$1,698

$663+156.2%

$8,357-79.7%

$504+236.9%

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