Retirement plan

MMM ASSOCIATE PLAN

Name: MORRIS, MANNING & MARTIN, LLP - MMM ASSOCIATE PLAN (2016) Form 5500
Creator: MORRIS, MANNING & MARTIN, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MMM ASSOCIATE PLAN, MORRIS, MANNING & MARTIN, LLP

MORRIS, MANNING & MARTIN, LLPEIN 58-1269995Plan #002PY 2016

3343 PEACHTREE ROAD, NE, SUITE 1600 - ATLANTA, GA 30326404-233-7000

Other plans on this EIN

2 filings

#001Retirement-$90.6M assets #003Retirement-$5.6M assets

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$5.8M

+3.2% from 2015

Total participants

147

+4.3% from 2015

Average account balance

$50,367

+1.4% from 2015

Annual return

1.38%

+8.17 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.34M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

157

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.

82.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-1567636 PO BOX 17748 · DENVER, CO 802170748	Securities Custodian	$1,888
SWERDLIN & COMPANY2+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328	Recordkeeping	$1,415

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$90

$1 / participant

Other / not subdivided$90100.0%

% of EOY assets

0.002%

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: CARR, RIGGS AND INGRAM, LLC
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,367

$76,551-34.2%

$123,894-59.3%

$62,881-19.9%

Participation rate

66.3%

73.0%-6.7pp

81.4%-15.1pp

69.3%-3.0pp

Annual return

1.38%

18.68%-17.3pp

47.52%-46.1pp

20.14%-18.8pp

Employer contribution / active EE

$2,882-100.0%

$4,617-100.0%

$2,281-100.0%

Participant deferral / active EE

$8,822

$4,840+82.3%

$5,984+47.4%

$3,203+175.4%

Admin fee / account holder

$4,826-100.0%

$8,357-100.0%

$4,296-100.0%

Provider

Service type

Compensation

TD AMERITRADE, INC.2+ years

Filed as: TD AMERITRADE

Service code 19 · EIN 84-1567636

PO BOX 17748 · DENVER, CO 802170748

Securities Custodian

$1,888

SWERDLIN & COMPANY2+ years

Service code 15 · EIN 58-1392124

5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328

Recordkeeping

$1,415

MMM ASSOCIATE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MMM ASSOCIATE 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