Retirement plan

MORAN, ROWEN AND DORSEY, INC.

Name: MORAN, ROWEN AND DORSEY, INC. - MORAN, ROWEN AND DORSEY, INC. (2019) Form 5500
Creator: MORAN, ROWEN AND DORSEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORAN, ROWEN AND DORSEY, INC., MORAN, ROWEN AND DORSEY, INC.

MORAN, ROWEN AND DORSEY, INC.EIN 95-2628283Plan #001PY 2019

1 CITY BLVD WEST, SUITE 1100 - ORANGE, CA 92868714-571-5000LinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$40.7M

+3.3% from 2018

Total participants

+6.2% from 2018

Average account balance

$484,854

-1.6% from 2018

Annual return

3.20%

-6.69 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.58M

Not enough data

1 years with asset history on file

Average account balance

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

$586K

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.

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$261

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

+3.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50110

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 codes2E2F2G2T3D

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.
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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$829K

$15634 / participant

Other / not subdivided$829K100.0%

% of EOY assets

2.034%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$484,854

$85,171+469.3%

$172,753+180.7%

$72,976+564.4%

Participation rate

96.2%

70.1%+26.2pp

82.6%+13.6pp

69.5%+26.7pp

Annual return

3.20%

27.32%-24.1pp

803.00%-799.8pp

81.02%-77.8pp

Employer contribution / active EE

$16,722

$3,324+403.1%

$5,144+225.1%

$2,440+585.3%

Participant deferral / active EE

$3,260-100.0%

$5,198-100.0%

$3,608-100.0%

Admin fee / account holder

$9,864

$5,880+67.8%

$13,956-29.3%

$5,124+92.5%

MORAN, ROWEN AND DORSEY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORAN, ROWEN AND DORSEY, INC.

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