Retirement plan

RJM SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: RJM SALES, INC. - RJM SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: RJM SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RJM SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, RJM SALES, INC.

RJM SALES, INC.EIN 22-1912210Plan #002PY 2016

454 PARK AVENUE - SCOTCH PLAINS, NJ 07076908-322-7880rjmsales.comLinkedIn11-50 employeesindustrial automation

Other plans on this EIN

1 filing

#001Retirement-$4.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+44.4% from 2015

Total participants

+7.7% from 2015

Average account balance

$174,286

+23.8% from 2015

Annual return

32.53%

+5.53 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.26M

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$445K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+6.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13130

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 codes2E2I3I2P

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$70K

$5400 / participant

Other / not subdivided$70K100.0%

% of EOY assets

2.877%

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

$174,286

$88,707+96.5%

$74,184+134.9%

$273,972-36.4%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

32.53%

11.94%+20.6pp

17.74%+14.8pp

41.46%-8.9pp

Employer contribution / active EE

$15,400

$3,159+387.4%

$2,370+549.8%

$4,869+216.3%

Participant deferral / active EE

$4,212-100.0%

$3,550-100.0%

$5,287-100.0%

Admin fee / account holder

$5,014

$8,717-42.5%

$5,586-10.2%

$10,133-50.5%

RJM SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RJM SALES, INC. EMPLOYEE STOCK OWNERSHIP 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