Retirement plan

M. J. MORAN, INC. 401(K) PLAN AND TRUST

Name: M. J. MORAN, INC. - M. J. MORAN, INC. 401(K) PLAN AND TRUST (2018) Form 5500
Creator: M. J. MORAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M. J. MORAN, INC. 401(K) PLAN AND TRUST, M. J. MORAN, INC.

M. J. MORAN, INC.EIN 04-2635698Plan #001PY 2018

4 SOUTH MAIN STREET - HAYDENVILLE, MA 01039413-268-7251

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$3.4M

+10.1% from 2017

Total participants

0.0% from 2017

Average account balance

$60,052

+8.1% from 2017

Annual return

6.21%

-17.17 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.39M

Not enough data

1 years with asset history on file

Average account balance

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

$211K

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.

106.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$311K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+25.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1482

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$24 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.035%

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

$60,052

$57,352+4.7%

$83,830-28.4%

$64,173-6.4%

Participation rate

100.0%

68.6%+31.4pp

76.1%+23.9pp

69.6%+30.4pp

Annual return

6.21%

11.38%-5.2pp

850.97%-844.8pp

7.63%-1.4pp

Employer contribution / active EE

$366

$2,546-85.6%

$3,631-89.9%

$2,381-84.6%

Participant deferral / active EE

$2,116

$2,993-29.3%

$4,082-48.2%

$3,470-39.0%

Admin fee / account holder

$21

$4,046-99.5%

$5,479-99.6%

$4,887-99.6%

M. J. MORAN, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M. J. MORAN, INC. 401(K) PLAN AND 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