Retirement plan

ROCKWELL FOREST PRODUCTS 401(K) PLAN

Name: ROCKWELL FOREST PRODUCTS 401 (K) PLAN - ROCKWELL FOREST PRODUCTS 401(K) PLAN (2018) 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 2018

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$401K

+105.2% from 2017

Total participants

+46.2% from 2017

Average account balance

$26,708

+36.8% from 2017

Annual return

34.85%

+8.44 pp from 2017

Benchmarks

See 935 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort935 peers

Snapshot2018

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$26,708

$149,333-82.1%

$106,387-74.9%

$135,379-80.3%

Participation rate

78.9%

81.5%-2.5pp

77.5%+1.5pp

82.6%-3.7pp

Annual return

34.85%

0.52%+34.3pp

0.25%+34.6pp

519.79%-484.9pp

Employer contribution / active EE

$1,629

$4,984-67.3%

$3,520-53.7%

$4,779-65.9%

Participant deferral / active EE

$5,602

$7,230-22.5%

$5,421+3.3%

$5,609-0.1%

Admin fee / account holder

$15,952-100.0%

$7,510-100.0%

$10,828-100.0%

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