Retirement plan

PIA ANDERSON MOSS HOYT 401(K) PLAN

Name: PIA ANDERSON MOSS HOYT - PIA ANDERSON MOSS HOYT 401(K) PLAN (2016) Form 5500
Creator: PIA ANDERSON MOSS HOYT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIA ANDERSON MOSS HOYT 401(K) PLAN, PIA ANDERSON MOSS HOYT

PIA ANDERSON MOSS HOYTEIN 30-0611339Plan #001PY 2016

136 E. SOUTH TEMPLE, STE. 1900 - SALT LAKE CITY, UT 84111801-350-9000piahoyt.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+33.9% from 2015

Total participants

+8.3% from 2015

Average account balance

$43,626

+39.7% from 2015

Annual return

6.07%

-3.68 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

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$274K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$466

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$111K

$6519 / participant

Other / not subdivided$111K100.0%

% of EOY assets

11.044%

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

$43,626

$135,956-67.9%

$123,894-64.8%

$273,972-84.1%

Participation rate

82.4%

84.1%-1.7pp

81.4%+0.9pp

83.0%-0.7pp

Annual return

6.07%

56.63%-50.6pp

47.52%-41.4pp

41.46%-35.4pp

Employer contribution / active EE

$6,241

$5,170+20.7%

$4,617+35.2%

$4,869+28.2%

Participant deferral / active EE

$11,773

$6,343+85.6%

$5,984+96.7%

$5,287+122.7%

Admin fee / account holder

$4,818

$9,817-50.9%

$8,357-42.3%

$10,133-52.4%

PIA ANDERSON MOSS HOYT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIA ANDERSON MOSS HOYT 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