Retirement plan

MVE PARTNERS, INC. PROFIT SHARING 401K PLAN

Name: MVE PARTNERS, INC. - MVE PARTNERS, INC. PROFIT SHARING 401K PLAN (2015) Form 5500
Creator: MVE PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MVE PARTNERS, INC. PROFIT SHARING 401K PLAN, MVE PARTNERS, INC.

MVE PARTNERS, INC.EIN 33-0886582Plan #002PY 2015

1900 MAIN STREET, SUITE 800 - IRVINE, CA 92614949-809-3388mve-architects.comLinkedIn51-200 employeesarchitecture & planning

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.7M

No prior year

Total participants

138

No prior year

Average account balance

$60,456

No prior year

Annual return

-0.87%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.05M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

128.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$788K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10710

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

Top 5 by compensation

Provider	Service type	Compensation
NOYES ADVISORS LLC1+ years Filed as: NOYES,/MORGAN Service code 49 2000 WESTCHESTER AVE · PURCHASE, NY 10577	Other Services	$18,657
DEAWM TRUST COMPANY1+ years Service code 99	Other Fees	$1,750
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$1,335
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984	Shareholder Servicing	$0
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708	12b-1 Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$12 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WILSON MORGAN LLP
Auditor EIN: 330817985
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,456

$70,002-13.6%

$115,038-47.4%

$52,331+15.5%

Participation rate

74.8%

72.1%+2.7pp

81.4%-6.6pp

68.1%+6.7pp

Annual return

-0.87%

4.04%-4.9pp

26.14%-27.0pp

4.54%-5.4pp

Employer contribution / active EE

$935

$2,715-65.6%

$4,608-79.7%

$1,882-50.3%

Participant deferral / active EE

$4,570

$4,920-7.1%

$6,026-24.2%

$3,022+51.2%

Admin fee / account holder

$12

$566-97.9%

$8,175-99.9%

$592-98.0%

Provider

Service type

Compensation

NOYES ADVISORS LLC1+ years

Filed as: NOYES,/MORGAN

Service code 49

2000 WESTCHESTER AVE · PURCHASE, NY 10577

Other Services

$18,657

DEAWM TRUST COMPANY1+ years

Service code 99

Other Fees

$1,750

ADP BROKER-DEALER1+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$1,335

ADP BROKER-DEALER1+ years

Service code 59 · EIN 22-3319984

Shareholder Servicing

DEAM DISTRIBUTORS, INC.1+ years

Filed as: DEAWM DISTRIBUTORS, INC.

Service code 63 · EIN 36-3976708

12b-1 Fees

MVE PARTNERS, INC. PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MVE PARTNERS, INC. PROFIT SHARING 401K 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