Retirement plan

RUBICON PROFESSIONAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

Name: RUBICON PROFESSIONAL SERVICES, LLC - RUBICON PROFESSIONAL SERVICES, LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: RUBICON PROFESSIONAL SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUBICON PROFESSIONAL SERVICES, LLC 401(K) PROFIT SHARING PLAN, RUBICON PROFESSIONAL SERVICES, LLC

RUBICON PROFESSIONAL SERVICES, LLCEIN 27-1101235Plan #001PY 2016

3350 RIVERWOOD PARKWAY, SUITE 1900 - ATLANTA, GA 30339678-627-8198rubiconps.comLinkedIn11-50 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.1M

+38.4% from 2015

Total participants

+52.2% from 2015

Average account balance

$55,816

+3.8% from 2015

Annual return

14.31%

+13.43 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.17M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

102

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.

47.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$978K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2814

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 codes2E2F2J2T3D3H

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).
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.
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

1 tripped

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

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

$55,816

$56,894-1.9%

$84,753-34.1%

$62,881-11.2%

Participation rate

53.1%

68.5%-15.4pp

76.6%-23.5pp

69.3%-16.2pp

Annual return

14.31%

6.30%+8.0pp

22.78%-8.5pp

20.14%-5.8pp

Employer contribution / active EE

$1,992

$2,400-17.0%

$3,574-44.3%

$2,281-12.7%

Participant deferral / active EE

$4,088

$2,709+50.9%

$3,712+10.1%

$3,203+27.6%

Admin fee / account holder

$3,581-100.0%

$5,333-100.0%

$4,296-100.0%

RUBICON PROFESSIONAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RUBICON PROFESSIONAL SERVICES, LLC 401(K) PROFIT SHARING 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