Retirement plan

ROTA-MILL, INC. 401(K) PLAN

Name: ROTA-MILL, INC. - ROTA-MILL, INC. 401(K) PLAN (2018) Form 5500
Creator: ROTA-MILL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROTA-MILL, INC. 401(K) PLAN, ROTA-MILL, INC.

ROTA-MILL, INC.EIN 23-2405829Plan #001PY 2018

784 MEMORIAL HIGHWAY - OLEY, PA 19547610-987-0708rota-mill.comLinkedIn51-200 employeesconstruction

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$250K

+45.6% from 2017

Total participants

-4.9% from 2017

Average account balance

$8,058

+22.1% from 2017

Annual return

-10.84%

-33.04 pp from 2017

Benchmarks

See 15,017 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,017 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$828K

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3942

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$118 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.755%

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

$8,058

$57,350-85.9%

$83,850-90.4%

$64,181-87.4%

Participation rate

78.4%

68.6%+9.8pp

76.1%+2.2pp

69.6%+8.8pp

Annual return

-10.84%

11.38%-22.2pp

850.92%-861.8pp

7.63%-18.5pp

Employer contribution / active EE

$791

$2,545-68.9%

$3,631-78.2%

$2,381-66.8%

Participant deferral / active EE

$1,874

$2,993-37.4%

$4,082-54.1%

$3,470-46.0%

Admin fee / account holder

$141

$4,046-96.5%

$5,478-97.4%

$4,887-97.1%

ROTA-MILL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROTA-MILL, 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