Retirement plan

MOORE WELL SERVICE EMPLOYEE RETIREMENT PLAN

Name: MOORE WELL SERVICE INC. - MOORE WELL SERVICE EMPLOYEE RETIREMENT PLAN (2017) Form 5500
Creator: MOORE WELL SERVICE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOORE WELL SERVICE EMPLOYEE RETIREMENT PLAN, MOORE WELL SERVICE INC.

MOORE WELL SERVICE INC.EIN 34-1828295Plan #001PY 2017

246 NORTH CLEVELAND AVENUE - MOGADORE, OH 44260330-628-4443LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$255K

+5.1% from 2016

Total participants

-12.5% from 2016

Average account balance

$36,493

+20.1% from 2016

Annual return

11.47%

+5.51 pp from 2016

Benchmarks

See 2,024 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,024 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$445K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$197

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 codes2E2G2J

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.

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

$42K

$5981 / participant

Other / not subdivided$42K100.0%

% of EOY assets

16.391%

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

$36,493

$152,460-76.1%

$118,746-69.3%

$147,586-75.3%

Participation rate

100.0%

82.3%+17.7pp

78.3%+21.7pp

82.8%+17.2pp

Annual return

11.47%

17.41%-5.9pp

24.54%-13.1pp

578.59%-567.1pp

Employer contribution / active EE

$1,245

$5,046-75.3%

$4,193-70.3%

$4,876-74.5%

Participant deferral / active EE

$2,518

$6,212-59.5%

$5,332-52.8%

$5,439-53.7%

Admin fee / account holder

$5,981

$16,953-64.7%

$10,720-44.2%

$10,886-45.1%

MOORE WELL SERVICE EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOORE WELL SERVICE EMPLOYEE RETIREMENT 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