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 (2017) 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 2017

999 3RD AVENUE, SUITE 2800 - SEATTLE, WA 98104206-302-6800mossadams.comLinkedIn1001-5000 employeesaccounting

Other plans on this EIN

1 filing

#090Retirement-$243.8M 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)

$227.6M

-9.4% from 2016

Total participants

377

-6.1% from 2016

Average account balance

$620,216

-1.8% from 2016

Annual return

20.44%

-8.92 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930	Recordkeeping	$30,328
VERUS2 years Service code 27 · EIN 91-1320111	Advisory (Plan)	$27,094
SWEENEY CONRAD, P.S.3+ years Service code 10 · EIN 91-1301672	Accounting	$13,500

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

$71K

$215 / participant

Investment mgmt$27K38.3%
Other / not subdivided$44K61.7%

% of EOY assets

0.031%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$620,216

$155,795+298.1%

$136,298+355.0%

$69,634+790.7%

Participation rate

97.0%

75.2%+21.7pp

81.9%+15.0pp

70.7%+26.3pp

Annual return

20.44%

232464.33%-232443.9pp

5156.27%-5135.8pp

27572.26%-27551.8pp

Employer contribution / active EE

$18,317

$2,991+512.4%

$4,696+290.1%

$2,032+801.3%

Participant deferral / active EE

$14,176

$5,394+162.8%

$6,247+126.9%

$3,224+339.7%

Admin fee / account holder

$193

$128+50.5%

$9,244-97.9%

$110+74.7%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2 years

Service code 15 · EIN 23-1945930

Recordkeeping

$30,328

VERUS2 years

Service code 27 · EIN 91-1320111

Advisory (Plan)

$27,094

SWEENEY CONRAD, P.S.3+ years

Service code 10 · EIN 91-1301672

Accounting

$13,500

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