Retirement plan

C.H. MURPHY CLARK ULLMAN INC PROFIT SHARING PLAN & TRUST

Name: C.H. MURPHY/CLARK-ULLMAN, INC. - C.H. MURPHY CLARK ULLMAN INC PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: C.H. MURPHY/CLARK-ULLMAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.H. MURPHY CLARK ULLMAN INC PROFIT SHARING PLAN & TRUST, C.H. MURPHY/CLARK-ULLMAN, INC.

C.H. MURPHY/CLARK-ULLMAN, INC.EIN 93-0465000Plan #002PY 2017

5565 NORTH DOLPHIN STREET - PORTLAND, OR 97217503-285-5030chmcu.comLinkedIn51-200 employeesmachinery

Prospect flagsLow returnsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$9.1M

+15.8% from 2016

Total participants

+19.2% from 2016

Average account balance

$314,003

-12.2% from 2016

Annual return

11.70%

+5.42 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.00M

Not enough data

1 years with asset history on file

Average account balance

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

$485K

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.

132.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$914K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+10.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43196

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 codes2E2J2F2G3D

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.
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

4 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$411K

$14176 / participant

Other / not subdivided$411K100.0%

% of EOY assets

4.515%

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

$314,003

$53,128+491.0%

$86,582+262.7%

$70,126+347.8%

Participation rate

93.1%

65.3%+27.8pp

73.5%+19.6pp

69.5%+23.6pp

Annual return

11.70%

27.66%-16.0pp

965.08%-953.4pp

73.15%-61.4pp

Employer contribution / active EE

$17,951

$2,068+768.0%

$2,839+532.2%

$2,343+666.3%

Participant deferral / active EE

$5,758

$2,695+113.7%

$3,609+59.6%

$3,332+72.8%

Admin fee / account holder

$14,176

$3,584+295.6%

$4,904+189.1%

$4,645+205.2%

C.H. MURPHY CLARK ULLMAN INC PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.H. MURPHY CLARK ULLMAN INC PROFIT SHARING PLAN & TRUST

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