Retirement plan

MERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN

Name: MERCERMORGAN, LLC - MERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: MERCERMORGAN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN, MERCERMORGAN, LLC

MERCERMORGAN, LLCEIN 86-1018693Plan #001PY 2019

8350 E. RAINTREE DR., STE. 140 - SCOTTSDALE, AZ 852602692480-281-1833mercermorgan.comLinkedIn201-500 employeesmanagement consulting

Other plans on this EIN

1 filing

#002Retirement-$225K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

+22.2% from 2018

Total participants

-12.5% from 2018

Average account balance

$495,531

+39.6% from 2018

Annual return

18.77%

+18.99 pp from 2018

Benchmarks

See 13,235 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,235 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.62M

Not enough data

1 years with asset history on file

Average account balance

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

$769K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

-0.47%

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 codes2E2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$252 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.044%

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

$495,531

$104,953+372.1%

$84,637+485.5%

$152,909+224.1%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

18.77%

373.94%-355.2pp

258.82%-240.1pp

345.46%-326.7pp

Employer contribution / active EE

$3,859

$3,304+16.8%

$2,653+45.5%

$4,764-19.0%

Participant deferral / active EE

$12,384

$4,691+164.0%

$3,900+217.5%

$5,851+111.6%

Admin fee / account holder

$216

$6,244-96.5%

$4,914-95.6%

$11,601-98.1%

MERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MERCER MORGAN, LLC 401(K) PROFIT SHARING 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