Retirement plan

ARMADA RETIREMENT SAVINGS PLAN

Name: RMJ PARTNERS, L.P. - ARMADA RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: RMJ PARTNERS, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARMADA RETIREMENT SAVINGS PLAN, RMJ PARTNERS, L.P.

RMJ PARTNERS, L.P.EIN 27-1516307Plan #001PY 2015

641 ALPHA DRIVE - PITTSBURGH, PA 15238412-406-5727LinkedIn1-10 employeespackage/freight delivery

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$25.7M

No prior year

Total participants

452

No prior year

Average account balance

$76,353

No prior year

Annual return

2.10%

No prior year

Benchmarks

See 599 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort599 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$90.73M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

988

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.

96.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393	Recordkeeping	$30,304
MNC SECURITIES1+ years Service code 27 · EIN 06-1685865	Advisory (Plan)	$23,333

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.

Expense breakdown

Schedule H Part II

Admin total

$54K

$139 / participant

Other / not subdivided$54K100.0%

% of EOY assets

0.209%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,353

$39,458+93.5%

$60,547+26.1%

$55,191+38.3%

Participation rate

69.9%

59.6%+10.3pp

68.0%+2.0pp

69.2%+0.8pp

Annual return

2.10%

3.35%-1.3pp

335.64%-333.5pp

10.78%-8.7pp

Employer contribution / active EE

$2,598

$1,210+114.8%

$2,419+7.4%

$1,899+36.9%

Participant deferral / active EE

$4,215

$2,140+96.9%

$3,328+26.7%

$3,046+38.4%

Admin fee / account holder

$160

$95+67.9%

$4,536-96.5%

$91+76.0%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$30,304

MNC SECURITIES1+ years

Service code 27 · EIN 06-1685865

Advisory (Plan)

$23,333

ARMADA RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARMADA 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