Retirement plan

MUELLER NICHOLLS, INC. 401(K) PLAN

Name: MUELLER NICHOLLS - MUELLER NICHOLLS, INC. 401(K) PLAN (2022) Form 5500
Creator: MUELLER NICHOLLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUELLER NICHOLLS, INC. 401(K) PLAN, MUELLER NICHOLLS

MUELLER NICHOLLSEIN 94-3254060Plan #002PY 2022

2400 UNION STREET - OAKLAND, CA 946072418510-444-5000

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5.2M

-10.5% from 2021

Total participants

120

+3.4% from 2021

Average account balance

$55,738

-15.3% from 2021

Annual return

-20.26%

-39.17 pp from 2021

Benchmarks

See 5,556 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,556 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.22M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

65.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$699K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$93

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$21K

$236 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.392%

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

$55,738

$73,009-23.7%

$90,760-38.6%

$68,486-18.6%

Participation rate

70.1%

70.8%-0.7pp

75.7%-5.6pp

67.9%+2.2pp

Annual return

-20.26%

-13.81%-6.4pp

-12.16%-8.1pp

-7.85%-12.4pp

Employer contribution / active EE

$2,443

$2,193+11.4%

$2,922-16.4%

$2,597-5.9%

Participant deferral / active EE

$4,340

$3,626+19.7%

$4,565-4.9%

$4,028+7.8%

Admin fee / account holder

$218

$5,896-96.3%

$8,444-97.4%

$5,404-96.0%

MUELLER NICHOLLS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUELLER NICHOLLS, INC. 401(K) 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