Retirement plan

MOORE ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN

Name: MOORE ENGINEERING COMPANY, INC. - MOORE ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MOORE ENGINEERING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOORE ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN, MOORE ENGINEERING COMPANY, INC.

MOORE ENGINEERING COMPANY, INC.EIN 23-2185569Plan #001PY 2017

3637 COLUMBIA AVENUE - LANCASTER, PA 17603717-285-3141mooreengineering.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+7.1% from 2016

Total participants

+3.8% from 2016

Average account balance

$111,595

+11.4% from 2016

Annual return

3.36%

-17.26 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.56M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

123.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$262K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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)

$4565

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 codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$94K

$3926 / participant

Other / not subdivided$94K100.0%

% of EOY assets

3.378%

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

$111,595

$150,442-25.8%

$136,295-18.1%

$147,585-24.4%

Participation rate

91.7%

84.4%+7.2pp

81.9%+9.7pp

82.8%+8.8pp

Annual return

3.36%

1049.09%-1045.7pp

5155.97%-5152.6pp

578.56%-575.2pp

Employer contribution / active EE

$1,505

$5,256-71.4%

$4,695-67.9%

$4,876-69.1%

Participant deferral / active EE

$5,617

$6,630-15.3%

$6,247-10.1%

$5,439+3.3%

Admin fee / account holder

$3,769

$10,905-65.4%

$9,243-59.2%

$10,885-65.4%

MOORE ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOORE ENGINEERING COMPANY 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