Retirement plan

RADIATION MONITORING DEVICES INC. 401(K) AND PROFIT SHARING PLAN

Name: RADIATION MONITORING DEVICES, INC. - RADIATION MONITORING DEVICES INC. 401(K) AND PROFIT SHARING PLAN (2019) Form 5500
Creator: RADIATION MONITORING DEVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIATION MONITORING DEVICES INC. 401(K) AND PROFIT SHARING PLAN, RADIATION MONITORING DEVICES, INC.

RADIATION MONITORING DEVICES, INC.EIN 26-2897516Plan #001PY 2019

44 HUNT STREET - WATERTOWN, MA 02472617-668-6800

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.4M

+21.3% from 2018

Total participants

142

+40.6% from 2018

Average account balance

$97,435

+4.7% from 2018

Annual return

25.66%

+28.21 pp from 2018

Benchmarks

See 14,957 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,957 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.20M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

125

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$960K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$651

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
COMMONWEALTH FINANCIAL NETWORK1 year Service code 27 · EIN 04-2675571	Advisory (Plan)	$16,659
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$250

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$18K

$189 / participant

Investment mgmt$1K5.9%
Other / not subdivided$17K94.1%

% of EOY assets

0.158%

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: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,435

$72,492+34.4%

$87,104+11.9%

$72,975+33.5%

Participation rate

73.7%

72.8%+0.9pp

76.9%-3.2pp

69.5%+4.2pp

Annual return

25.66%

24.46%+1.2pp

28.19%-2.5pp

81.01%-55.3pp

Employer contribution / active EE

$1,445

$1,894-23.7%

$2,521-42.7%

$2,440-40.8%

Participant deferral / active EE

$7,955

$3,270+143.3%

$4,048+96.5%

$3,608+120.5%

Admin fee / account holder

$154

$5,055-97.0%

$7,491-98.0%

$5,124-97.0%

Provider

Service type

Compensation

COMMONWEALTH FINANCIAL NETWORK1 year

Service code 27 · EIN 04-2675571

Advisory (Plan)

$16,659

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$250

RADIATION MONITORING DEVICES INC. 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADIATION MONITORING DEVICES INC. 401(K) AND PROFIT SHARING 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