Retirement plan

MUSSELMAN AND HALL EMPLOYEE STOCK OWNERSHIP PLAN

Name: MUSSELMAN AND HALL, INC. - MUSSELMAN AND HALL EMPLOYEE STOCK OWNERSHIP PLAN (2021) Form 5500
Creator: MUSSELMAN AND HALL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUSSELMAN AND HALL EMPLOYEE STOCK OWNERSHIP PLAN, MUSSELMAN AND HALL, INC.

MUSSELMAN AND HALL, INC.EIN 83-0990997Plan #002PY 2021

4922 EAST BLUE BANKS - KANSAS CITY, MO 64130816-861-1234

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$6.6M

+44.2% from 2020

Total participants

-17.5% from 2020

Average account balance

$126,332

+69.2% from 2020

Annual return

44.00%

+17.06 pp from 2020

Benchmarks

See 16,659 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,659 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.72M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$356

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

-0.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$227

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 codes2F2I2P2Q3H3I

Plan features

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).
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$25K

$668 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.386%

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

$126,332

$78,682+60.6%

$109,188+15.7%

$85,851+47.2%

Participation rate

100.0%

68.3%+31.7pp

75.9%+24.1pp

69.3%+30.7pp

Annual return

44.00%

25.09%+18.9pp

25.76%+18.2pp

318.63%-274.6pp

Employer contribution / active EE

$763

$2,734-72.1%

$3,723-79.5%

$2,565-70.3%

Participant deferral / active EE

$3,468-100.0%

$4,654-100.0%

$3,952-100.0%

Admin fee / account holder

$488

$5,470-91.1%

$6,755-92.8%

$6,261-92.2%

MUSSELMAN AND HALL EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUSSELMAN AND HALL EMPLOYEE STOCK OWNERSHIP 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