Retirement plan

ROADWAY PHARMACY, INC. PROFIT SHARING 401(K) PLAN

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

ROADWAY PHARMACY, INC.EIN 25-1401083Plan #001PY 2018

6858 ROUTE 711, SUITE #3 - SEWARD, PA 15954814-446-5536roadwaypharmacy.comLinkedIn1-10 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+13.3% from 2017

Total participants

+5.0% from 2017

Average account balance

$51,901

+7.9% from 2017

Annual return

9.60%

-7.69 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.30M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

228.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2104

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 codes2E2F2J2T3D

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).
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

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

$17K

$1540 / participant

Other / not subdivided$17K100.0%

% of EOY assets

1.554%

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

$51,901

$95,975-45.9%

$74,549-30.4%

$135,379-61.7%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

9.60%

56.96%-47.4pp

32.53%-22.9pp

519.79%-510.2pp

Employer contribution / active EE

$1,221

$2,716-55.1%

$1,961-37.7%

$4,779-74.5%

Participant deferral / active EE

$3,575

$3,844-7.0%

$3,108+15.0%

$5,609-36.3%

Admin fee / account holder

$807

$6,522-87.6%

$5,059-84.1%

$10,828-92.6%

ROADWAY PHARMACY, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROADWAY PHARMACY, INC. PROFIT SHARING 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