Retirement plan

MURPHY PROPERTY TAX CONSULTING, INC. 401(K) PLAN

Name: MURPHY PROPERTY TAX CONSULTING, INC. - MURPHY PROPERTY TAX CONSULTING, INC. 401(K) PLAN (2015) Form 5500
Creator: MURPHY PROPERTY TAX CONSULTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MURPHY PROPERTY TAX CONSULTING, INC. 401(K) PLAN, MURPHY PROPERTY TAX CONSULTING, INC.

MURPHY PROPERTY TAX CONSULTING, INC.EIN 84-1617327Plan #001PY 2015

2705 DOUGHERTY FERRY ROAD, SUITE 102 - ST. LOUIS, MO 631223372314-966-8700murphyptc.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$290K

No prior year

Total participants

No prior year

Average account balance

$144,983

No prior year

Annual return

4.72%

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

$2.82M

Not enough data

1 years with asset history on file

Average account balance

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

$706K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

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

+16.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2923

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$550

$183 / participant

Other / not subdivided$550100.0%

% of EOY assets

0.190%

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

$144,983

$197,819-26.7%

$155,789-6.9%

$125,389+15.6%

Participation rate

66.7%

82.1%-15.4pp

76.1%-9.4pp

83.2%-16.5pp

Annual return

4.72%

86.73%-82.0pp

71.54%-66.8pp

282.24%-277.5pp

Employer contribution / active EE

$23,333

$4,850+381.1%

$3,839+507.8%

$4,866+379.5%

Participant deferral / active EE

$16,000

$5,631+184.1%

$4,798+233.5%

$5,352+199.0%

Admin fee / account holder

$275

$9,544-97.1%

$7,477-96.3%

$9,541-97.1%

MURPHY PROPERTY TAX CONSULTING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MURPHY PROPERTY TAX CONSULTING, INC. 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