Retirement plan

RIVERVIEW ASSOCIATES INC 401K SAVINGS PLAN

Name: RIVERVIEW ASSOCIATES INC - RIVERVIEW ASSOCIATES INC 401K SAVINGS PLAN (2018) Form 5500
Creator: RIVERVIEW ASSOCIATES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIVERVIEW ASSOCIATES INC 401K SAVINGS PLAN, RIVERVIEW ASSOCIATES INC

RIVERVIEW ASSOCIATES INCEIN 16-1183632Plan #002PY 2018

1040 JAY STREET - ROCHESTER, NY 146111110585-235-5980LinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2M

+13.3% from 2017

Total participants

-8.3% from 2017

Average account balance

$186,355

+13.3% from 2017

Annual return

10.79%

-7.50 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$227K

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.

68.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$150

$15 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.007%

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

$186,355

$92,219+102.1%

$76,767+142.8%

$135,380+37.7%

Participation rate

100.0%

79.8%+20.2pp

77.0%+23.0pp

82.6%+17.4pp

Annual return

10.79%

5.46%+5.3pp

2.43%+8.4pp

519.81%-509.0pp

Employer contribution / active EE

$3,216-100.0%

$2,485-100.0%

$4,779-100.0%

Participant deferral / active EE

$4,470

$4,508-0.9%

$3,852+16.1%

$5,609-20.3%

Admin fee / account holder

$14

$10,749-99.9%

$6,675-99.8%

$10,828-99.9%

RIVERVIEW ASSOCIATES INC 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIVERVIEW ASSOCIATES INC 401K 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