Retirement plan

ROCKWELL FOREST PRODUCTS 401(K) PLAN

Name: ROCKWELL FOREST PRODUCTS 401 (K) PLAN - ROCKWELL FOREST PRODUCTS 401(K) PLAN (2016) Form 5500
Creator: ROCKWELL FOREST PRODUCTS 401 (K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKWELL FOREST PRODUCTS 401(K) PLAN, ROCKWELL FOREST PRODUCTS 401 (K) PLAN

ROCKWELL FOREST PRODUCTS 401 (K) PLANEIN 25-1542750Plan #001PY 2016

960 PENN AVE AUITE 400 - PITTSBURGH, PA 15222412-281-4620

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$91K

+157.6% from 2015

Total participants

+22.2% from 2015

Average account balance

$9,121

+106.1% from 2015

Annual return

8.41%

+13.36 pp from 2015

Benchmarks

See 877 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort877 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

113.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$296K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$964

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 codes2E2H2J2T3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$9,121

$163,687-94.4%

$108,745-91.6%

$273,972-96.7%

Participation rate

90.0%

82.3%+7.7pp

77.7%+12.3pp

83.0%+7.0pp

Annual return

8.41%

31.16%-22.7pp

46.22%-37.8pp

41.46%-33.0pp

Employer contribution / active EE

$1,630

$4,711-65.4%

$3,323-51.0%

$4,869-66.5%

Participant deferral / active EE

$3,653

$7,155-48.9%

$5,121-28.7%

$5,287-30.9%

Admin fee / account holder

$12,890-100.0%

$6,144-100.0%

$10,133-100.0%

ROCKWELL FOREST PRODUCTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROCKWELL FOREST PRODUCTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion