Retirement plan

RHODEN MOTOR COMPANIES 401(K) PLAN

Name: ADVANCED MOTORCARS, INC. DBA ACURA OF OMAHA - RHODEN MOTOR COMPANIES 401(K) PLAN (2016) Form 5500
Creator: ADVANCED MOTORCARS, INC. DBA ACURA OF OMAHA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RHODEN MOTOR COMPANIES 401(K) PLAN, ADVANCED MOTORCARS, INC. DBA ACURA OF OMAHA

ADVANCED MOTORCARS, INC. DBA ACURA OF OMAHAEIN 20-0839334Plan #001PY 2016

4211 SOUTH 144TH STREET - OMAHA, NE 68137402-408-2000

Prospect flagsLow returnsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$8.5M

No prior year

Total participants

279

No prior year

Average account balance

$61,949

No prior year

Annual return

-9.42%

No prior year

Benchmarks

See 1,184 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,184 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.72M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

123

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$713K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$540

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$21,272
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: MEEDER INVESTMENT MANAGEMENT Service code 51 6125 MEMORIAL DRIVE · DUBLIN, OH 43017	Investment Mgmt Fees	$20,779
BENEFIT PLANS ADMIN SERVICES, INC.1+ years Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET · OMAHA, NE 681302357	Contract Administrator	$4,534
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 10801 MASTIN BLVD. · OVERLAND PARK, KS 66210	Plan Administrator	$1,075

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$8K

$33 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.098%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HANCOCK & DANA PC
Auditor EIN: 470710889
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,949

$37,044+67.2%

$71,796-13.7%

$57,658+7.4%

Participation rate

43.8%

61.1%-17.3pp

69.1%-25.3pp

70.2%-26.4pp

Annual return

-9.42%

12.64%-22.1pp

78.04%-87.5pp

5.13%-14.5pp

Employer contribution / active EE

$720-100.0%

$1,924-100.0%

$1,974-100.0%

Participant deferral / active EE

$2,072

$1,974+5.0%

$2,794-25.8%

$3,061-32.3%

Admin fee / account holder

$61

$101-39.9%

$4,815-98.7%

$95-35.8%

Provider

Service type

Compensation

NATIONWIDE1+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$21,272

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: MEEDER INVESTMENT MANAGEMENT

Service code 51

6125 MEMORIAL DRIVE · DUBLIN, OH 43017

Investment Mgmt Fees

$20,779

BENEFIT PLANS ADMIN SERVICES, INC.1+ years

Filed as: BENEFIT PLANS, INC.

Service code 13

16924 FRANCES STREET · OMAHA, NE 681302357

Contract Administrator

$4,534

EPIC RETIREMENT PLAN SERVICES1+ years

Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC

Service code 14

10801 MASTIN BLVD. · OVERLAND PARK, KS 66210

Plan Administrator

$1,075

RHODEN MOTOR COMPANIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RHODEN MOTOR COMPANIES 401(K) 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