Retirement plan

MOSS SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN

Name: MOSS SUPPLY COMPANY., INC. - MOSS SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MOSS SUPPLY COMPANY., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOSS SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN, MOSS SUPPLY COMPANY., INC.

MOSS SUPPLY COMPANY., INC.EIN 56-0746821Plan #001PY 2016

5001 NORTH GRAHAM STREET - CHARLOTTE, NC 28269704-596-8717LinkedIn1-10 employeesglass, ceramics & concrete

Prospect flagsLow participationLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$2.7M

-1.6% from 2015

Total participants

221

-8.3% from 2015

Average account balance

$16,548

+5.1% from 2015

Annual return

6.23%

+7.72 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.68M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

125

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.

56.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$738
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984	Other Services	$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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$738

$6 / participant

Other / not subdivided$738100.0%

% of EOY assets

0.028%

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: KEARNS, DAMERON & CO. P.A.
Auditor EIN: 561309300
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,548

$60,165-72.5%

$74,184-77.7%

$55,167-70.0%

Participation rate

50.0%

74.2%-24.2pp

76.6%-26.6pp

69.0%-19.0pp

Annual return

6.23%

10.00%-3.8pp

17.74%-11.5pp

169.23%-163.0pp

Employer contribution / active EE

$1,600-100.0%

$2,370-100.0%

$1,963-100.0%

Participant deferral / active EE

$269

$2,973-91.0%

$3,550-92.4%

$3,054-91.2%

Admin fee / account holder

$419-98.9%

$5,586-99.9%

$504-99.1%

Provider

Service type

Compensation

ADP BROKER-DEALER2+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$738

ADP BROKER-DEALER2+ years

Service code 49 · EIN 22-3319984

Other Services

MOSS SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOSS SUPPLY COMPANY, INC 401(K) PROFIT SHARING 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