Retirement plan

ANKROM MOISAN ARCHITECTS 401(K) PLAN

Name: ANKROM MOISAN ARCHITECTS, INC. - ANKROM MOISAN ARCHITECTS 401(K) PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#002Retirement-$12.5M assets

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$17.4M

+24.8% from 2016

Total participants

352

-13.3% from 2016

Average account balance

$52,571

+26.3% from 2016

Annual return

21.38%

+11.84 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

$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
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$41,333
LPL FINANCIAL3+ years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 66201	Advisory (Participants)	$39,218
HUNNEX AND SHOEMAKER, INC.3+ years Service code 13 · EIN 91-1072394 701 FIFTH AVENUE SUITE 6710 · SEATTLE, WA 98104	Contract Administrator	$21,732

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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

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: GEFFEN MESHER & CO., PC
Auditor EIN: 931042710
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,571

$155,795-66.3%

$136,297-61.4%

$69,631-24.5%

Participation rate

91.7%

75.2%+16.4pp

81.9%+9.7pp

70.7%+21.0pp

Annual return

21.38%

232464.33%-232443.0pp

5156.19%-5134.8pp

27571.02%-27549.6pp

Employer contribution / active EE

$2,991-100.0%

$4,696-100.0%

$2,032-100.0%

Participant deferral / active EE

$6,101

$5,394+13.1%

$6,247-2.3%

$3,224+89.2%

Admin fee / account holder

$128-100.0%

$9,244-100.0%

$110-100.0%

Provider

Service type

Compensation

NATIONWIDE3+ years

Filed as: NATIONWIDE TRUST COMPANY

Service code 15 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$41,333

LPL FINANCIAL3+ years

Filed as: WADDELL & REED, INC.

Service code 26

6300 LAMAR AVE · SHAWNEE MISSION, KS 66201

Advisory (Participants)

$39,218

HUNNEX AND SHOEMAKER, INC.3+ years

Service code 13 · EIN 91-1072394

701 FIFTH AVENUE SUITE 6710 · SEATTLE, WA 98104

Contract Administrator

$21,732

ANKROM MOISAN ARCHITECTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANKROM MOISAN ARCHITECTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion