Retirement plan

ANKROM MOISAN ARCHITECTS 401(K) PLAN

Name: ANKROM MOISAN ARCHITECTS, INC. - ANKROM MOISAN ARCHITECTS 401(K) PLAN (2016) Form 5500
Creator: ANKROM MOISAN ARCHITECTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANKROM MOISAN ARCHITECTS 401(K) PLAN, ANKROM MOISAN ARCHITECTS, INC.

ANKROM MOISAN ARCHITECTS, INC.EIN 93-1014387Plan #001PY 2016

38 NW DAVIS STREET, SUITE 300 - PORTLAND, OR 97209503-245-7100

Other plans on this EIN

1 filing

#002Retirement-$12.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.9M

+13.8% from 2015

Total participants

406

+18.4% from 2015

Average account balance

$41,613

+9.7% from 2015

Annual return

9.54%

+8.63 pp from 2015

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.16M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

274

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.

90.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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 3 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$31,557
HUNNEX AND SHOEMAKER, INC.2+ years Service code 13 · EIN 91-1072394 701 FIFTH AVENUE SUITE 6710 · SEATTLE, WA 98104	Contract Administrator	$16,905
LPL FINANCIAL2+ years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 66201	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2F2G2J3D

Plan features

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$80K

$224 / participant

Investment mgmt$31K39.2%
Contract admin$17K21.1%
Other / not subdivided$32K39.7%

% of EOY assets

0.575%

all-in expense ratio

Categories reported

2 / 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: MAGINNIS & CAREY LLP
Auditor EIN: 930567723
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,613

$80,177-48.1%

$123,894-66.4%

$57,658-27.8%

Participation rate

80.2%

74.4%+5.7pp

81.4%-1.2pp

70.2%+9.9pp

Annual return

9.54%

17.90%-8.4pp

47.52%-38.0pp

5.13%+4.4pp

Employer contribution / active EE

$2,913-100.0%

$4,617-100.0%

$1,974-100.0%

Participant deferral / active EE

$4,454

$5,130-13.2%

$5,984-25.6%

$3,061+45.5%

Admin fee / account holder

$239

$106+125.0%

$8,357-97.1%

$95+153.0%

Provider

Service type

Compensation

NATIONWIDE2+ years

Filed as: NATIONWIDE TRUST COMPANY

Service code 15 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$31,557

HUNNEX AND SHOEMAKER, INC.2+ years

Service code 13 · EIN 91-1072394

701 FIFTH AVENUE SUITE 6710 · SEATTLE, WA 98104

Contract Administrator

$16,905

LPL FINANCIAL2+ years

Filed as: WADDELL & REED, INC.

Service code 26

6300 LAMAR AVE · SHAWNEE MISSION, KS 66201

Advisory (Participants)

ANKROM MOISAN ARCHITECTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANKROM MOISAN ARCHITECTS 401(K) 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