Retirement plan

ROCHESTER COLONIAL MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN

Name: ROCHESTER COLONIAL MANUFACTURING CORPORATION - ROCHESTER COLONIAL MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ROCHESTER COLONIAL MANUFACTURING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCHESTER COLONIAL MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN, ROCHESTER COLONIAL MANUFACTURING CORPORATION

ROCHESTER COLONIAL MANUFACTURING CORPORATIONEIN 16-0841179Plan #001PY 2017

1794 LYELL AVENUE - ROCHESTER, NY 146062316585-254-8191rochestercolonial.comLinkedIn51-200 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

+18.3% from 2016

Total participants

+3.4% from 2016

Average account balance

$113,463

+14.4% from 2016

Annual return

15.23%

+7.60 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$564K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-92.53%

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

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 codes2E2J3D

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.
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

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

$449K

$5478 / participant

Other / not subdivided$449K100.0%

% of EOY assets

4.399%

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

$113,463

$63,346+79.1%

$92,239+23.0%

$70,124+61.8%

Participation rate

100.0%

68.7%+31.3pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

15.23%

530.19%-515.0pp

176.29%-161.1pp

73.14%-57.9pp

Employer contribution / active EE

$5,379

$2,471+117.7%

$3,680+46.2%

$2,342+129.6%

Participant deferral / active EE

$2,434

$2,854-14.7%

$3,897-37.5%

$3,332-26.9%

Admin fee / account holder

$4,991

$3,841+30.0%

$5,194-3.9%

$4,645+7.4%

ROCHESTER COLONIAL MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROCHESTER COLONIAL MANUFACTURING CORPORATION 401(K) 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