Retirement plan

ROBINSON FANS HOLDINGS, INC. PROFIT SHARING PLAN

Name: ROBINSON FANS HOLDINGS, INC. - ROBINSON FANS HOLDINGS, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: ROBINSON FANS HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBINSON FANS HOLDINGS, INC. PROFIT SHARING PLAN, ROBINSON FANS HOLDINGS, INC.

ROBINSON FANS HOLDINGS, INC.EIN 26-3885665Plan #001PY 2017

400 ROBINSON DRIVE - ZELIENOPLE, PA 16063724-452-7041LinkedIn201-500 employeesmachinery

Other plans on this EIN

1 filing

#002Retirement-$22.6M assets

Prospect flagsLow returnsHigh cashLow participant contribution

How to read this page

Total assets (EOY)

$21.8M

+9.9% from 2016

Total participants

306

+1.0% from 2016

Average account balance

$81,480

+9.9% from 2016

Annual return

12.91%

+8.01 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$240K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-101.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236	Advisory (Plan)	$37,562
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$125

Plan features & details

Pension benefit codes3H2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$38K

$146 / participant

Other / not subdivided$38K100.0%

% of EOY assets

0.173%

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: R.D. HOAG & ASSOCIATES, LLC
Auditor EIN: 823685723
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,480

$69,305+17.6%

$82,312-1.0%

$69,631+17.0%

Participation rate

84.9%

80.3%+4.7pp

76.9%+8.0pp

70.7%+14.3pp

Annual return

12.91%

21.47%-8.6pp

25.88%-13.0pp

27571.02%-27558.1pp

Employer contribution / active EE

$1,255

$1,887-33.5%

$2,428-48.3%

$2,032-38.3%

Participant deferral / active EE

$3,568-100.0%

$3,706-100.0%

$3,224-100.0%

Admin fee / account holder

$141

$97+45.3%

$5,608-97.5%

$110+27.8%

Provider

Service type

Compensation

LPL FINANCIAL2 years

Filed as: LPL FINANCIAL LLC

Service code 27 · EIN 95-2834236

Advisory (Plan)

$37,562

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$125

ROBINSON FANS HOLDINGS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBINSON FANS HOLDINGS, INC. 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