Retirement plan

MORRISON & FOERSTER LLP RETIREMENT PLAN PART II

Name: MORRISON & FOERSTER LLP - MORRISON & FOERSTER LLP RETIREMENT PLAN PART II (2017) Form 5500
Creator: MORRISON & FOERSTER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORRISON & FOERSTER LLP RETIREMENT PLAN PART II, MORRISON & FOERSTER LLP

MORRISON & FOERSTER LLPEIN 94-0697210Plan #006PY 2017

425 MARKET STREET - SAN FRANCISCO, CA 94105415-268-2630mofo.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

4 filings

#001Retirement-$810.5M assets #009Retirement-$28.4M assets #005Retirement--#007Retirement--

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$165.7M

-9.2% from 2016

Total participants

1,801

+4.3% from 2016

Average account balance

$168,185

-11.2% from 2016

Annual return

14.62%

-9.60 pp from 2016

Benchmarks

See 662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort662 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-98.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2H2J2R2S2T3B

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$5 / participant

Contract admin$5K100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$168,185

$96,458+74.4%

$136,298+23.4%

$77,958+115.7%

Participation rate

19.3%

75.4%-56.1pp

81.9%-62.6pp

71.6%-52.4pp

Annual return

14.62%

23.78%-9.2pp

5156.27%-5141.6pp

20.87%-6.2pp

Employer contribution / active EE

$7,902

$3,144+151.3%

$4,696+68.3%

$2,310+242.0%

Participant deferral / active EE

$5,902-100.0%

$6,247-100.0%

$3,537-100.0%

Admin fee / account holder

$80-93.8%

$9,244-99.9%

$97-94.9%

MORRISON & FOERSTER LLP RETIREMENT PLAN PART II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORRISON & FOERSTER LLP RETIREMENT PLAN PART II

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