Retirement plan

FORM ROLL DIE CORPORATION PROFIT SHARING PLAN

Name: FORM ROLL DIE CORPORATION - FORM ROLL DIE CORPORATION PROFIT SHARING PLAN (2016) Form 5500
Creator: FORM ROLL DIE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORM ROLL DIE CORPORATION PROFIT SHARING PLAN, FORM ROLL DIE CORPORATION

FORM ROLL DIE CORPORATIONEIN 04-2278243Plan #001PY 2016

217 STAFFORD STREET - WORCESTER, MA 01603508-755-2010

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.5M

+6.4% from 2015

Total participants

0.0% from 2015

Average account balance

$305,483

+13.3% from 2015

Annual return

6.23%

+7.16 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.63M

Not enough data

1 years with asset history on file

Average account balance

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

$526K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27073

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$232K

$7723 / participant

Other / not subdivided$232K100.0%

% of EOY assets

2.447%

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

$305,483

$60,349+406.2%

$74,184+311.8%

$62,881+385.8%

Participation rate

93.3%

72.7%+20.6pp

76.6%+16.7pp

69.3%+24.0pp

Annual return

6.23%

21.38%-15.1pp

17.74%-11.5pp

20.14%-13.9pp

Employer contribution / active EE

$8,264

$1,680+391.8%

$2,370+248.7%

$2,281+262.3%

Participant deferral / active EE

$2,856-100.0%

$3,550-100.0%

$3,203-100.0%

Admin fee / account holder

$7,474

$4,261+75.4%

$5,586+33.8%

$4,296+74.0%

FORM ROLL DIE CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORM ROLL DIE CORPORATION 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