Retirement plan

R.G. JOHNSON COMPANY, INC. RETIREMENT PLAN

Name: R.G. JOHNSON COMPANY, INC. - R.G. JOHNSON COMPANY, INC. RETIREMENT PLAN (2015) Form 5500
Creator: R.G. JOHNSON COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R.G. JOHNSON COMPANY, INC. RETIREMENT PLAN, R.G. JOHNSON COMPANY, INC.

R.G. JOHNSON COMPANY, INC.EIN 25-1578332Plan #001PY 2015

25 SOUTH COLLEGE STREET - WASHINGTON, PA 15301724-222-6810rgjohnsoninc.comLinkedIn11-50 employeesmining & metals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21M

No prior year

Total participants

161

No prior year

Average account balance

$131,504

No prior year

Annual return

-0.14%

No prior year

Benchmarks

See 1,997 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,997 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.45M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

157

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+8.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$207

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111	Claims processing; Recordkeeping and ...	$42,429
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131	Custodial (securities); Account maint...	$6,072

Plan features & details

Pension benefit codes2E2F2G2J2T3D2S

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$13K

$111 / participant

Contract admin$13K99.8%
Other / not subdivided$210.2%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$131,504

$50,464+160.6%

$75,784+73.5%

$52,331+151.3%

Participation rate

99.2%

66.8%+32.4pp

75.8%+23.3pp

68.1%+31.1pp

Annual return

-0.14%

1.03%-1.2pp

9.68%-9.8pp

4.54%-4.7pp

Employer contribution / active EE

$7,232

$1,988+263.7%

$3,323+117.6%

$1,882+284.3%

Participant deferral / active EE

$3,557

$2,570+38.4%

$3,652-2.6%

$3,022+17.7%

Admin fee / account holder

$82

$1,103-92.5%

$5,300-98.4%

$592-86.1%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1+ years

Filed as: NEWPORT RETIREMENT SERVICES, INC.

Service code 12 · EIN 62-1868111

Claims processing; Recordkeeping and ...

$42,429

VERISIGHT, INC.1+ years

Filed as: VERISIGHT TRUST COMPANY

Service code 12 · EIN 27-4411131

Custodial (securities); Account maint...

$6,072

R.G. JOHNSON COMPANY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R.G. JOHNSON COMPANY, INC. RETIREMENT 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