Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES

Name: MOSS ADAMS LLP - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES (2015) Form 5500
Creator: MOSS ADAMS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES, MOSS ADAMS LLP

MOSS ADAMS LLPEIN 91-0189318Plan #090PY 2015

999 3RD AVENUE, SUITE 3300 - SEATTLE, WA 98104206-302-6800mossadams.comLinkedIn1001-5000 employeesaccounting

Other plans on this EIN

1 filing

#095Retirement-$166.4M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 28, 2017

Plan administrator

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2450 BEAUDRY ROAD

MOXEE State: WA Zip Code: 98936

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Plans declared (1)

Plan name not on file12 emp

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Total assets (EOY)

$141.5M

-12.3% from 2016

Total participants

3,090

+1.0% from 2016

Average account balance

$47,567

-10.2% from 2016

Annual return

1.91%

-7.28 pp from 2016

Benchmarks

See 568 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort568 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$633.51M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

5,991

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72.70M

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

+13.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
VERUS1+ years Filed as: VERUS INVESTMENTS Service code 16 999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104	Consulting	$27,286
SWEENEY CONRAD, P.S.1+ years Service code 10 2606 116TH AVE NE, SUITE 200 · BELLEVUE, WA 98004	Accounting	$5,998
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$4,000

Plan features & details

Pension benefit codes2E2F2G2J2S2T3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$37K

$18 / participant

Other / not subdivided$37K100.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SWEENEY CONARD, P.S.
Auditor EIN: 911301672
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,567

$86,791-45.2%

$115,038-58.7%

$59,188-19.6%

Participation rate

94.5%

72.8%+21.7pp

81.4%+13.2pp

69.4%+25.1pp

Annual return

1.91%

4.44%-2.5pp

26.14%-24.2pp

5.51%-3.6pp

Employer contribution / active EE

$1,613

$2,950-45.3%

$4,608-65.0%

$2,098-23.1%

Participant deferral / active EE

$5,680

$5,298+7.2%

$6,026-5.8%

$3,265+74.0%

Admin fee / account holder

$13

$95-86.8%

$8,175-99.8%

$92-86.4%

Provider

Service type

Compensation

VERUS1+ years

Filed as: VERUS INVESTMENTS

Service code 16

999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104

Consulting

$27,286

SWEENEY CONRAD, P.S.1+ years

Service code 10

2606 116TH AVE NE, SUITE 200 · BELLEVUE, WA 98004

Accounting

$5,998

T ROWE PRICE RPS INC1+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$4,000

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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