Retirement plan

RONDOUT VALLEY FLOORING CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: RONDOUT VALLEY FLOORING CO., INC. - RONDOUT VALLEY FLOORING CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: RONDOUT VALLEY FLOORING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RONDOUT VALLEY FLOORING CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST, RONDOUT VALLEY FLOORING CO., INC.

RONDOUT VALLEY FLOORING CO., INC.EIN 04-3659473Plan #001PY 2016

5 GEARY DRIVE, PO BOX 155 - WAWARSING, NY 124890155845-647-6116

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$280K

+4.7% from 2015

Total participants

-33.3% from 2015

Average account balance

$139,884

+57.0% from 2015

Annual return

20.33%

+26.47 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+18.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$293066

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$131K

$65700 / participant

Other / not subdivided$131K100.0%

% of EOY assets

46.967%

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

$139,884

$99,345+40.8%

$84,753+65.0%

$273,972-48.9%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

20.33%

22.93%-2.6pp

22.78%-2.5pp

41.46%-21.1pp

Employer contribution / active EE

$20,753

$4,214+392.5%

$3,574+480.6%

$4,869+326.2%

Participant deferral / active EE

$24,000

$4,270+462.1%

$3,712+546.6%

$5,287+353.9%

Admin fee / account holder

$65,700

$6,645+888.6%

$5,333+1131.9%

$10,133+548.4%

RONDOUT VALLEY FLOORING CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RONDOUT VALLEY FLOORING CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST

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