Retirement plan

MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN - PARTNERS AND PRINCIPALS

Name: MOSS ADAMS LLP - MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN - PARTNERS AND PRINCIPALS (2015) Form 5500
Creator: MOSS ADAMS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN - PARTNERS AND PRINCIPALS, MOSS ADAMS LLP

MOSS ADAMS LLPEIN 91-0189318Plan #095PY 2015

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

Other plans on this EIN

1 filing

#090Retirement-$141.5M assets

Prospect flagsHigh assets / participant

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)

$166.4M

-9.4% from 2016

Total participants

321

-6.1% from 2016

Average account balance

$531,545

-1.8% from 2016

Annual return

2.43%

-8.92 pp from 2016

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$480.52M

Not enough data

1 years with asset history on file

Average account balance

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

$983K

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.

489

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$55K

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

+15.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$528

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 6 by compensation

Provider	Service type	Compensation
VERUS1+ years Filed as: VERUS INVESTMENTS Service code 28 999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104	Investment Management	$37,274
AON CONSULTING1+ years Filed as: AON HEWITT Service code 17 1420 5TH AVENUE, SUITE 1200 · SEATTLE, WA 98101	Pension Consulting	$22,635
SWEENEY CONRAD, P.S.1+ years Service code 10 2606 116TH AVENUE NE · BELLEVUE, WA 98004	Accounting	$12,750
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 1201 THIRD AVENUE, SUITE 2200 · SEATTLE, WA 98101	Legal	$6,073
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$750
T ROWE PRICE RPS INC1+ years Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3H

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.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$79K

$291 / participant

Other / not subdivided$79K100.0%

% of EOY assets

0.048%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$531,545

$88,324+501.8%

$115,038+362.1%

$55,191+863.1%

Participation rate

97.1%

72.5%+24.5pp

81.4%+15.7pp

69.2%+27.9pp

Annual return

2.43%

6.30%-3.9pp

26.14%-23.7pp

10.78%-8.4pp

Employer contribution / active EE

$19,531

$2,805+596.3%

$4,608+323.9%

$1,899+928.6%

Participant deferral / active EE

$15,397

$5,042+205.4%

$6,026+155.5%

$3,046+405.4%

Admin fee / account holder

$254

$105+141.0%

$8,175-96.9%

$91+179.7%

Provider

Service type

Compensation

VERUS1+ years

Filed as: VERUS INVESTMENTS

Service code 28

999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104

Investment Management

$37,274

AON CONSULTING1+ years

Filed as: AON HEWITT

Service code 17

1420 5TH AVENUE, SUITE 1200 · SEATTLE, WA 98101

Pension Consulting

$22,635

SWEENEY CONRAD, P.S.1+ years

Service code 10

2606 116TH AVENUE NE · BELLEVUE, WA 98004

Accounting

$12,750

DAVIS WRIGHT TREMAINE1+ years

Filed as: DAVIS WRIGHT TREMAINE LLP

Service code 29

1201 THIRD AVENUE, SUITE 2200 · SEATTLE, WA 98101

Legal

$6,073

T ROWE PRICE RPS INC1+ years

Filed as: T ROWE PRICE RPS INC.

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$750

T ROWE PRICE RPS INC1+ years

Service code 15

Recordkeeping

MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN - PARTNERS AND PRINCIPALS

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

MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN - PARTNERS AND PRINCIPALS

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