Retirement plan

THE VANDERWEIL COMPANIES SAVINGS PLAN

Name: R.G. VANDERWEIL ENGINEERS, LLP - THE VANDERWEIL COMPANIES SAVINGS PLAN (2017) Form 5500
Creator: R.G. VANDERWEIL ENGINEERS, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE VANDERWEIL COMPANIES SAVINGS PLAN, R.G. VANDERWEIL ENGINEERS, LLP

R.G. VANDERWEIL ENGINEERS, LLPEIN 04-2452980Plan #001PY 2017

274 SUMMER STREET - BOSTON, MA 02110617-423-7423LinkedIn201-500 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$73.3M

+12.9% from 2016

Total participants

572

-3.1% from 2016

Average account balance

$134,270

+16.2% from 2016

Annual return

18.64%

+10.50 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

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$154.60M

Not enough data

1 years with asset history on file

Average account balance

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

$240K

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.

644

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.

94.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$69,464
SHEPHERD FINANCIAL INVESTMENT ADVIS2+ years Filed as: SHEPHERD FINANCIAL PARTNERS LLC Service code 27 1004 MAIN ST · WINCHESTER, MA 01890	Advisory (Plan)	$47,500
MOODY FAMIGLIETTI & ANDRONICO LLP1 year Service code 10 1 HIGHWOOD DRIVE · TEWKSBURY, MA 01876	Accounting	$15,500

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B3D3H

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.
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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$117K

$275 / participant

Investment mgmt$48K40.6%
Contract admin$69K59.3%
Other / not subdivided$870.1%

% of EOY assets

0.160%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOODY FAMIGLIETTI & ANDRONICOLL
Auditor EIN: 043077056
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,270

$155,795-13.8%

$136,294-1.5%

$69,631+92.8%

Participation rate

93.9%

75.2%+18.6pp

81.9%+12.0pp

70.7%+23.2pp

Annual return

18.64%

232464.33%-232445.7pp

5155.94%-5137.3pp

27571.02%-27552.4pp

Employer contribution / active EE

$3,345

$2,991+11.8%

$4,695-28.8%

$2,032+64.6%

Participant deferral / active EE

$8,074

$5,394+49.7%

$6,247+29.2%

$3,224+150.5%

Admin fee / account holder

$214

$128+67.2%

$9,243-97.7%

$110+94.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$69,464

SHEPHERD FINANCIAL INVESTMENT ADVIS2+ years

Filed as: SHEPHERD FINANCIAL PARTNERS LLC

Service code 27

1004 MAIN ST · WINCHESTER, MA 01890

Advisory (Plan)

$47,500

MOODY FAMIGLIETTI & ANDRONICO LLP1 year

Service code 10

1 HIGHWOOD DRIVE · TEWKSBURY, MA 01876

Accounting

$15,500

THE VANDERWEIL COMPANIES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE VANDERWEIL COMPANIES SAVINGS 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