Retirement plan

MOORE & BRUCE LLP 401(K) AND PROFIT SHARING PLAN, AS ADOPTED BY ALVORD AND ALVORD

Name: ALVORD AND ALVORD PLLC - MOORE & BRUCE LLP 401(K) AND PROFIT SHARING PLAN, AS ADOPTED BY ALVORD AND ALVORD (2017) Form 5500
Creator: ALVORD AND ALVORD PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOORE & BRUCE LLP 401(K) AND PROFIT SHARING PLAN, AS ADOPTED BY ALVORD AND ALVORD, ALVORD AND ALVORD PLLC

ALVORD AND ALVORD PLLCEIN 47-1649298Plan #001PY 2017

5335 WISCONSIN AVENUE, SUITE 440 - WASHINGTON, DC 20015202-393-2266alvordlaw.comLinkedIn1-10 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$509K

+21.0% from 2016

Total participants

0.0% from 2016

Average account balance

$169,541

+21.0% from 2016

Annual return

-4.86%

-10.66 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$485K

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+1.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22056

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 codes2E2G2J3B

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$2862 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.688%

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

$169,541

$150,447+12.7%

$136,298+24.4%

$147,586+14.9%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

-4.86%

1049.15%-1054.0pp

5156.27%-5161.1pp

578.59%-583.5pp

Employer contribution / active EE

$39,067

$5,256+643.2%

$4,696+732.0%

$4,876+701.1%

Participant deferral / active EE

$6,631-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$2,862

$10,906-73.8%

$9,244-69.0%

$10,886-73.7%

MOORE & BRUCE LLP 401(K) AND PROFIT SHARING PLAN, AS ADOPTED BY ALVORD AND ALVORD

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOORE & BRUCE LLP 401(K) AND PROFIT SHARING PLAN, AS ADOPTED BY ALVORD AND ALVORD

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