Retirement plan

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP ASSOCIATES' 401(K) PLAN

Name: RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP - RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP ASSOCIATES' 401(K) PLAN (2018) Form 5500
Creator: RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP ASSOCIATES' 401(K) PLAN, RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLPEIN 22-1521296Plan #002PY 2018

ONE SPEEDWELL AVENUE - MORRISTOWN, NJ 079621981973-538-0800riker.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

2 filings

#001Retirement-$101.3M assets #003Retirement-$13.5M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$13.4M

-3.1% from 2017

Total participants

144

-4.0% from 2017

Average account balance

$111,007

-3.1% from 2017

Annual return

-5.36%

-24.32 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.41M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

119

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$644K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$232

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 2 by compensation

Provider	Service type	Compensation
COHN REZNICK LLP2 years Service code 10 · EIN 22-1478099	Accounting	$15,200
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930	Recordkeeping	$411

Plan features & details

Pension benefit codes2E2F2G2J2T

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.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$20K

$278 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.151%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COHN REZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,007

$77,817+42.7%

$123,553-10.2%

$64,173+73.0%

Participation rate

68.5%

74.7%-6.2pp

82.3%-13.8pp

69.6%-1.1pp

Annual return

-5.36%

12.49%-17.9pp

119.21%-124.6pp

7.63%-13.0pp

Employer contribution / active EE

$3,014-100.0%

$4,628-100.0%

$2,381-100.0%

Participant deferral / active EE

$9,044

$5,240+72.6%

$6,426+40.7%

$3,470+160.7%

Admin fee / account holder

$168

$5,519-97.0%

$9,284-98.2%

$4,887-96.6%

Provider

Service type

Compensation

COHN REZNICK LLP2 years

Service code 10 · EIN 22-1478099

Accounting

$15,200

THE VANGUARD GROUP, INC.4+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$411

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP ASSOCIATES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP ASSOCIATES' 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