Retirement plan

MPR ASSOCIATES, INC. 401(K) PLAN

Name: MPR ASSOCIATES, INC. - MPR ASSOCIATES, INC. 401(K) PLAN (2016) Form 5500
Creator: MPR ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MPR ASSOCIATES, INC. 401(K) PLAN, MPR ASSOCIATES, INC.

MPR ASSOCIATES, INC.EIN 52-0804505Plan #002PY 2016

320 KING STREET - ALEXANDRIA, VA 22314703-519-0400mpr.comLinkedIn201-500 employeesdesign

Other plans on this EIN

1 filing

#001Retirement-$69.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$36.7M

+14.6% from 2015

Total participants

306

+1.7% from 2015

Average account balance

$137,821

+11.5% from 2015

Annual return

9.50%

+8.48 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$200.48M

Not enough data

1 years with asset history on file

Average account balance

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

$511K

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.

392

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES Service code 16 PO BOX 28405 · NEW YORK, NY 10087	Consulting	$11,072
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$500

Plan features & details

Pension benefit codes2E2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$12K

$47 / participant

Investment mgmt$11K95.7%
Other / not subdivided$5004.3%

% of EOY assets

0.032%

all-in expense ratio

Categories reported

1 / 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: GROSSBERG COMPANY LLP
Auditor EIN: 520807134
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,821

$75,183+83.3%

$123,894+11.2%

$55,167+149.8%

Participation rate

83.9%

72.8%+11.0pp

81.4%+2.5pp

69.0%+14.9pp

Annual return

9.50%

19.01%-9.5pp

47.52%-38.0pp

169.23%-159.7pp

Employer contribution / active EE

$2,823-100.0%

$4,617-100.0%

$1,963-100.0%

Participant deferral / active EE

$9,106

$5,084+79.1%

$5,984+52.2%

$3,054+198.2%

Admin fee / account holder

$44

$663-93.4%

$8,357-99.5%

$504-91.4%

Provider

Service type

Compensation

MMA SECURITIES LLC2+ years

Filed as: MMC SECURITIES

Service code 16

PO BOX 28405 · NEW YORK, NY 10087

Consulting

$11,072

T ROWE PRICE RPS INC2+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$500

MPR ASSOCIATES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MPR ASSOCIATES, INC. 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