Retirement plan

MOLDEX-METRIC, INC. PROFIT SHARING PLAN & TAX SHELTERED 401(K) RETIREMENT PLAN

Name: MOLDEX METRIC, INC. - MOLDEX-METRIC, INC. PROFIT SHARING PLAN & TAX SHELTERED 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: MOLDEX METRIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOLDEX-METRIC, INC. PROFIT SHARING PLAN & TAX SHELTERED 401(K) RETIREMENT PLAN, MOLDEX METRIC, INC.

MOLDEX METRIC, INC.EIN 95-2106651Plan #001PY 2015

10111 W. JEFFERSON AVE. - CULVER CITY, CA 90232310-837-6500moldex.comLinkedIn201-500 employeesconsumer goods

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$21.2M

No prior year

Total participants

328

No prior year

Average account balance

$67,230

No prior year

Annual return

-1.39%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.01M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

290

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.

93.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$6,600
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840	Finders' fees / placement fees	$0

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$7K

$25 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GORELICK & USLANER, CPAS
Auditor EIN: 954538761
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,230

$72,770-7.6%

$67,653-0.6%

$55,191+21.8%

Participation rate

95.1%

78.8%+16.3pp

75.7%+19.4pp

69.2%+25.9pp

Annual return

-1.39%

-3.26%+1.9pp

6625.22%-6626.6pp

10.78%-12.2pp

Employer contribution / active EE

$1,973

$1,769+11.5%

$2,266-12.9%

$1,899+3.9%

Participant deferral / active EE

$2,040

$3,408-40.2%

$3,560-42.7%

$3,046-33.0%

Admin fee / account holder

$21

$79-73.4%

$4,821-99.6%

$91-76.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$6,600

FIRST CLEARING LLC1+ years

Service code 61 · EIN 23-2384840

Finders' fees / placement fees

MOLDEX-METRIC, INC. PROFIT SHARING PLAN & TAX SHELTERED 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOLDEX-METRIC, INC. PROFIT SHARING PLAN & TAX SHELTERED 401(K) 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