Retirement plan

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

Name: ROADWAY PHARMACY, INC. - ROADWAY PHARMACY, INC. PROFIT SHARING 401(K) PLAN (2020) 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 2020

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)

$1.2M

+4.4% from 2019

Total participants

0.0% from 2019

Average account balance

$58,001

+4.4% from 2019

Annual return

4.69%

-0.56 pp from 2019

Benchmarks

See 18,871 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,871 peers

Snapshot2020

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

$47K

$5218 / participant

Other / not subdivided$47K100.0%

% of EOY assets

3.856%

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

$58,001

$112,935-48.6%

$90,970-36.2%

$158,966-63.5%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

4.69%

215.79%-211.1pp

134.58%-129.9pp

302.95%-298.3pp

Employer contribution / active EE

$1,315

$2,895-54.6%

$2,122-38.0%

$4,762-72.4%

Participant deferral / active EE

$3,499

$4,129-15.3%

$3,373+3.7%

$5,983-41.5%

Admin fee / account holder

$2,236

$8,045-72.2%

$5,960-62.5%

$11,250-80.1%

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