Retirement plan

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP DEFINED BENEFIT PLAN AND TRUST

Name: RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP - RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP DEFINED BENEFIT PLAN AND TRUST (2015) 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 DEFINED BENEFIT PLAN AND TRUST, RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLPEIN 22-1521296Plan #003PY 2015

PO BOX 1981 - MORRISTOWN, NJ 079621981973-538-0800riker.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

2 filings

#001Retirement-$86.0M assets #002Retirement-$10.5M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$13.4M

No prior year

Total participants

115

No prior year

Average account balance

No prior year

Annual return

-0.68%

No prior year

Benchmarks

See 15 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants25-99

Cohort15 peers

Snapshot2015

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

$922K

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

+5.80%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C1D1F2F2H3B

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1D
Floor-offset plan
Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.
1F
Section 414(k) arrangement
Benefits are based partly on the balance of the separate account of the participant. Must also include appropriate defined contribution pension feature codes.
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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$31577 / participant

Other / not subdivided$2M100.0%

% of EOY assets

12.700%

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

$36,681-100.0%

$278,735-100.0%

$36,681-100.0%

Participation rate

0.0%

84.3%-84.3pp

100.0%-100.0pp

84.3%-84.3pp

Annual return

-0.68%

-1.48%+0.8pp

-5.00%+4.3pp

-1.48%+0.8pp

Employer contribution / active EE

$29,741

$17,496+70.0%

$38,789-23.3%

$17,496+70.0%

Participant deferral / active EE

$680-100.0%

$15,064-100.0%

$680-100.0%

Admin fee / account holder

$928-100.0%

$8,885-100.0%

$928-100.0%

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP DEFINED BENEFIT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIKER, DANZIG, SCHERER, HYLAND & PERRETTI, LLP DEFINED BENEFIT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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