Retirement plan

JOHN A. MOYERS & ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN

Name: JOHN A. MOYERS & ASSOCIATES, P.C. - JOHN A. MOYERS & ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: JOHN A. MOYERS & ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN A. MOYERS & ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN, JOHN A. MOYERS & ASSOCIATES, P.C.

JOHN A. MOYERS & ASSOCIATES, P.C.EIN 27-4696220Plan #001PY 2016

1117 S. MILWAUKEE AVENUE, SUITE A-13 - LIBERTYVILLE, IL 600483798847-680-9108

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$382K

+16.2% from 2015

Total participants

0.0% from 2015

Average account balance

$127,424

+16.2% from 2015

Annual return

9.11%

+9.11 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$845K

Not enough data

1 years with asset history on file

Average account balance

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

$282K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+7.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92

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 codes2G2J2R

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$3K

$1015 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.796%

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

$127,424

$135,956-6.3%

$123,894+2.8%

$273,972-53.5%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

9.11%

56.63%-47.5pp

47.52%-38.4pp

41.46%-32.3pp

Employer contribution / active EE

$1,937

$5,170-62.5%

$4,617-58.1%

$4,869-60.2%

Participant deferral / active EE

$5,873

$6,343-7.4%

$5,984-1.9%

$5,287+11.1%

Admin fee / account holder

$1,015

$9,817-89.7%

$8,357-87.9%

$10,133-90.0%

JOHN A. MOYERS & ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN A. MOYERS & ASSOCIATES, P.C. RETIREMENT SAVINGS 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