Retirement plan

ROSCOE MOSS COMPANY PROFIT SHARING PLAN

Name: ROSCOE MOSS MANUFACTURING CO. - ROSCOE MOSS COMPANY PROFIT SHARING PLAN (2016) Form 5500
Creator: ROSCOE MOSS MANUFACTURING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSCOE MOSS COMPANY PROFIT SHARING PLAN, ROSCOE MOSS MANUFACTURING CO.

ROSCOE MOSS MANUFACTURING CO.EIN 95-4299170Plan #001PY 2016

4360 WORTH STREET - LOS ANGELES, CA 900632536323-263-4111LinkedIn51-200 employeeselectrical/electronic manufacturing

Prospect flagsHigh cashHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$40.2M

+13.5% from 2015

Total participants

145

+11.5% from 2015

Average account balance

$283,087

-1.7% from 2015

Annual return

10.45%

+14.93 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44.06M

Not enough data

1 years with asset history on file

Average account balance

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

$298K

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.

148

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.97M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.20%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
COVINGTON CAPITAL MANAGEMENT2+ years Service code 33 · EIN 20-1253741	Securities brokerage	$96
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 95-3794697	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$96

$1 / participant

Investment mgmt$96100.0%

% of EOY assets

0.000%

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: FARBER HASS HURLEY LLP
Auditor EIN: 204207759
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$283,087

$60,165+370.5%

$74,184+281.6%

$55,167+413.1%

Participation rate

97.5%

74.2%+23.3pp

76.6%+20.9pp

69.0%+28.5pp

Annual return

10.45%

10.00%+0.5pp

17.74%-7.3pp

169.23%-158.8pp

Employer contribution / active EE

$7,415

$1,600+363.5%

$2,370+212.8%

$1,963+277.8%

Participant deferral / active EE

$6,016

$2,973+102.4%

$3,550+69.5%

$3,054+97.0%

Admin fee / account holder

$419-99.8%

$5,586-100.0%

$504-99.9%

Provider

Service type

Compensation

COVINGTON CAPITAL MANAGEMENT2+ years

Service code 33 · EIN 20-1253741

Securities brokerage

$96

EPIC RETIREMENT PLAN SERVICES2+ years

Filed as: UNITED RETIREMENT PLAN CONSULTANTS

Service code 13 · EIN 95-3794697

Contract Administrator

ROSCOE MOSS COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSCOE MOSS COMPANY PROFIT SHARING 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