Retirement plan

MURPHY AND HARTELIUS 401(K) PROFIT SHARING PLAN

Name: MURPHY AND HARTELIUS - MURPHY AND HARTELIUS 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: MURPHY AND HARTELIUS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MURPHY AND HARTELIUS 401(K) PROFIT SHARING PLAN, MURPHY AND HARTELIUS

MURPHY AND HARTELIUSEIN 94-1712886Plan #002PY 2015

48 SECOND AVE. - SAN MATEO, CA 94401650-344-2997

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

No prior year

Average account balance

$89,686

No prior year

Annual return

3.08%

No prior year

Benchmarks

See 2,630 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,630 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.48M

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

73.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3470

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 codes2J3D2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$557K

$25322 / participant

Other / not subdivided$557K100.0%

% of EOY assets

28.233%

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

$89,686

$87,016+3.1%

$63,244+41.8%

$125,389-28.5%

Participation rate

100.0%

77.1%+22.9pp

71.0%+29.0pp

83.2%+16.8pp

Annual return

3.08%

21.71%-18.6pp

-70.31%+73.4pp

282.24%-279.2pp

Employer contribution / active EE

$2,306

$3,601-36.0%

$2,322-0.7%

$4,866-52.6%

Participant deferral / active EE

$7,088

$3,939+79.9%

$2,953+140.0%

$5,352+32.4%

Admin fee / account holder

$25,322

$11,954+111.8%

$5,893+329.7%

$9,541+165.4%

MURPHY AND HARTELIUS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MURPHY AND HARTELIUS 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