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 (2023) 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 2023

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$14.8M

+22.6% from 2022

Total participants

-17.6% from 2022

Average account balance

$530,018

+48.9% from 2022

Annual return

15.99%

+30.72 pp from 2022

Benchmarks

See 9,811 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,811 peers

Snapshot2023

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$142K

$5066 / participant

Other / not subdivided$142K100.0%

% of EOY assets

0.956%

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

$530,018

$57,305+824.9%

$86,640+511.7%

$75,173+605.1%

Participation rate

100.0%

63.2%+36.8pp

71.7%+28.3pp

67.2%+32.8pp

Annual return

15.99%

2674.24%-2658.2pp

592.52%-576.5pp

160.72%-144.7pp

Employer contribution / active EE

$26,071

$2,316+1025.6%

$3,024+762.1%

$2,671+876.1%

Participant deferral / active EE

$7,749

$3,320+133.4%

$4,438+74.6%

$4,126+87.8%

Admin fee / account holder

$5,066

$4,116+23.1%

$5,616-9.8%

$5,651-10.3%

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