Retirement plan

REUNING-MCKIM, INC. PROFIT SHARING PLAN

Name: REUNING-MCKIM, INC. - REUNING-MCKIM, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: REUNING-MCKIM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REUNING-MCKIM, INC. PROFIT SHARING PLAN, REUNING-MCKIM, INC.

REUNING-MCKIM, INC.EIN 25-1239823Plan #001PY 2018

P.O. BOX 188 - SAXONBURG, PA 160560188724-352-3140reuningmckim.comLinkedIn11-50 employeesconsumer goods

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

+10.7% from 2017

Total participants

+20.0% from 2017

Average account balance

$317,207

+0.6% from 2017

Annual return

10.01%

-0.66 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.46M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$527K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4487

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 codes2E2F2G2R3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$119K

$10859 / participant

Other / not subdivided$119K100.0%

% of EOY assets

3.423%

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

$317,207

$135,639+133.9%

$110,241+187.7%

$135,382+134.3%

Participation rate

90.9%

83.5%+7.5pp

79.8%+11.1pp

82.6%+8.3pp

Annual return

10.01%

513.21%-503.2pp

314.75%-304.7pp

519.77%-509.8pp

Employer contribution / active EE

$11,395

$4,907+132.2%

$3,827+197.8%

$4,779+138.4%

Participant deferral / active EE

$5,507-100.0%

$4,672-100.0%

$5,609-100.0%

Admin fee / account holder

$10,859

$11,457-5.2%

$8,548+27.0%

$10,829+0.3%

REUNING-MCKIM, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REUNING-MCKIM, INC. 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