Retirement plan

THE MILLER TIMBER SERVICES INC RETIREMENT PLAN

Name: MILLER TIMBER SERVICES, INC. - THE MILLER TIMBER SERVICES INC RETIREMENT PLAN (2016) Form 5500
Creator: MILLER TIMBER SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MILLER TIMBER SERVICES INC RETIREMENT PLAN, MILLER TIMBER SERVICES, INC.

MILLER TIMBER SERVICES, INC.EIN 93-0771356Plan #002PY 2016

PO BOX 638 - PHILOMATH, OR 97370541-929-2840millertimber.comLinkedIn201-500 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+13.5% from 2015

Total participants

+5.8% from 2015

Average account balance

$43,967

+7.3% from 2015

Annual return

8.03%

+9.91 pp from 2015

Benchmarks

See 1,668 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,668 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.59M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

82.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$386K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20129

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 codes2E2J2H3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

$43K

$921 / participant

Other / not subdivided$43K100.0%

% of EOY assets

1.349%

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

$43,967

$51,708-15.0%

$106,619-58.8%

$62,881-30.1%

Participation rate

100.0%

66.9%+33.1pp

78.0%+22.0pp

69.3%+30.7pp

Annual return

8.03%

4.69%+3.3pp

9.42%-1.4pp

20.14%-12.1pp

Employer contribution / active EE

$1,135

$1,764-35.6%

$3,947-71.2%

$2,281-50.2%

Participant deferral / active EE

$2,564

$2,315+10.8%

$3,930-34.7%

$3,203-19.9%

Admin fee / account holder

$593

$3,349-82.3%

$6,418-90.8%

$4,296-86.2%

THE MILLER TIMBER SERVICES INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MILLER TIMBER SERVICES INC RETIREMENT 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