Retirement plan

RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN

Name: RM ACQUISITION, LLC - RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: RM ACQUISITION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN, RM ACQUISITION, LLC

RM ACQUISITION, LLCdba RAND MCNALLYEIN 26-1440291Plan #003PY 2017

9855 WOODS DRIVE - SKOKIE, IL 60077847-329-8100

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$36.1M

+13.0% from 2016

Total participants

388

-2.0% from 2016

Average account balance

$127,907

+15.8% from 2016

Annual return

18.82%

+9.44 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.55M

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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.

180

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.

72.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$621K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$631

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930	Recordkeeping	$13,871

Plan features & details

Pension benefit codes2E2F2G2J2T3D3F

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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$14K

$73 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.038%

all-in expense ratio

Categories reported

0 / 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: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,907

$71,192+79.7%

$117,861+8.5%

$62,293+105.3%

Participation rate

43.3%

74.2%-30.9pp

79.7%-36.3pp

69.5%-26.2pp

Annual return

18.82%

18.66%+0.2pp

335.11%-316.3pp

28.90%-10.1pp

Employer contribution / active EE

$569

$1,934-70.6%

$3,786-85.0%

$2,042-72.1%

Participant deferral / active EE

$3,312

$3,189+3.9%

$4,482-26.1%

$3,169+4.5%

Admin fee / account holder

$48

$587-91.7%

$8,021-99.4%

$479-89.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$13,871

RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS 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