Retirement plan

R.I. LAMPUS COMPANY PROFIT SHARING PLAN

Name: R.I. LAMPUS COMPANY - R.I. LAMPUS COMPANY PROFIT SHARING PLAN (2016) Form 5500
Creator: R.I. LAMPUS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R.I. LAMPUS COMPANY PROFIT SHARING PLAN, R.I. LAMPUS COMPANY

R.I. LAMPUS COMPANYEIN 25-1001541Plan #001PY 2016

816 R.I. LAMPUS AVENUE, P.O. BOX 167 - SPRINGDALE, PA 15144412-362-3800lampus.comLinkedIn51-200 employeesbuilding materials

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$4.8M

-11.3% from 2015

Total participants

+26.5% from 2015

Average account balance

$112,481

-29.9% from 2015

Annual return

6.74%

+9.49 pp from 2015

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.25M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

112.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$251K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15038

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 codes2E3D2J2R2H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$1.3M

$31164 / participant

Other / not subdivided$1M100.0%

% of EOY assets

27.061%

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

$112,481

$58,828+91.2%

$78,002+44.2%

$62,881+78.9%

Participation rate

100.0%

71.1%+28.9pp

75.5%+24.5pp

69.3%+30.7pp

Annual return

6.74%

17.16%-10.4pp

425.99%-419.2pp

20.14%-13.4pp

Employer contribution / active EE

$5,666

$1,672+238.9%

$2,470+129.4%

$2,281+148.4%

Participant deferral / active EE

$1,102

$2,686-59.0%

$3,497-68.5%

$3,203-65.6%

Admin fee / account holder

$30,439

$4,393+592.9%

$5,481+455.4%

$4,296+608.6%

R.I. LAMPUS COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R.I. LAMPUS COMPANY PROFIT SHARING 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