Retirement plan

ROTATOR SERVICES, INC. 401(K) PLAN

Name: ROTATOR SERVICES, INC. - ROTATOR SERVICES, INC. 401(K) PLAN (2021) Form 5500
Creator: ROTATOR SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROTATOR SERVICES, INC. 401(K) PLAN, ROTATOR SERVICES, INC.

ROTATOR SERVICES, INC.EIN 22-3367209Plan #002PY 2021

25 KENNEDY BOULEVARD, SUITE 200 - EAST BRUNSWICK, NJ 08816732-238-6050equiliem.comLinkedIn1001-5000 employeesstaffing and recruiting

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$12.9M

+17.8% from 2020

Total participants

2,739

+26.7% from 2020

Average account balance

$69,312

+8.9% from 2020

Annual return

14.67%

+2.26 pp from 2020

Benchmarks

See 323 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort323 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.24M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

409

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.

6.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$761

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

+16.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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 3 by compensation

Provider	Service type	Compensation
PLANNED RETIREMENT CONSULTANTS & AD1 year Service code 49 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07450	Other Services	$5,663
KARL NELSON1 year Service code 55	Other Commissions	$316
KARL NELSON1 year Filed as: KARL NELSON NELSON RETIREMENT SOLUT Service code 55 28 W GRAND AVE STE 14 · MONTVALE, NJ 07645	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$4K

$1 / participant

Contract admin$4K100.0%

% of EOY assets

0.028%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CITRIN COOPERMAN & COMPANY LLP
Auditor EIN: 222428965
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,312

$45,719+51.6%

$96,192-27.9%

$93,010-25.5%

Participation rate

3.1%

45.8%-42.8pp

68.4%-65.4pp

73.9%-70.8pp

Annual return

14.67%

3211.95%-3197.3pp

192.09%-177.4pp

158.70%-144.0pp

Employer contribution / active EE

$1,139-100.0%

$2,799-100.0%

$2,705-100.0%

Participant deferral / active EE

$402

$2,344-82.9%

$4,351-90.8%

$4,561-91.2%

Admin fee / account holder

$19

$128-85.1%

$5,539-99.7%

$152-87.4%

Provider

Service type

Compensation

PLANNED RETIREMENT CONSULTANTS & AD1 year

Service code 49

555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07450

Other Services

$5,663

KARL NELSON1 year

Service code 55

Other Commissions

$316

KARL NELSON1 year

Filed as: KARL NELSON NELSON RETIREMENT SOLUT

Service code 55

28 W GRAND AVE STE 14 · MONTVALE, NJ 07645

Other Commissions

ROTATOR SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROTATOR SERVICES, INC. 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