Retirement plan

PIA ANDERSON MOSS HOYT 401(K) PLAN

Name: PIA ANDERSON MOSS HOYT - PIA ANDERSON MOSS HOYT 401(K) PLAN (2017) 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 2017

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)

$1.4M

+39.1% from 2016

Total participants

-7.7% from 2016

Average account balance

$63,452

+45.4% from 2016

Annual return

25.88%

+19.80 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

$157K

$10433 / participant

Other / not subdivided$157K100.0%

% of EOY assets

11.211%

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

$63,452

$150,446-57.8%

$136,297-53.4%

$147,585-57.0%

Participation rate

86.7%

84.4%+2.2pp

81.9%+4.7pp

82.8%+3.8pp

Annual return

25.88%

1049.14%-1023.3pp

5156.19%-5130.3pp

578.58%-552.7pp

Employer contribution / active EE

$6,173

$5,256+17.4%

$4,696+31.5%

$4,876+26.6%

Participant deferral / active EE

$12,123

$6,631+82.8%

$6,247+94.1%

$5,439+122.9%

Admin fee / account holder

$7,114

$10,906-34.8%

$9,244-23.0%

$10,886-34.7%

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