Retirement plan

THE R.C. MUSSON RUBBER COMPANY 401(K) PLAN

Name: THE R C MUSSON RUBBER CO - THE R.C. MUSSON RUBBER COMPANY 401(K) PLAN (2017) Form 5500
Creator: THE R C MUSSON RUBBER CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE R.C. MUSSON RUBBER COMPANY 401(K) PLAN, THE R C MUSSON RUBBER CO

THE R C MUSSON RUBBER COEIN 34-0649190Plan #001PY 2017

1320 E ARCHWOOD AVE, PO BOX 7038 - AKRON, OH 44306330-773-7651

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

-11.6% from 2016

Total participants

-5.3% from 2016

Average account balance

$233,320

-1.2% from 2016

Annual return

11.18%

+12.30 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

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

+11.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$105687

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 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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$63502 / participant

Other / not subdivided$1M100.0%

% of EOY assets

28.818%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$233,320

$104,251+123.8%

$91,004+156.4%

$147,586+58.1%

Participation rate

94.4%

78.2%+16.2pp

75.6%+18.8pp

82.8%+11.6pp

Annual return

11.18%

27.06%-15.9pp

4.60%+6.6pp

578.59%-567.4pp

Employer contribution / active EE

$4,930

$3,116+58.2%

$2,456+100.8%

$4,876+1.1%

Participant deferral / active EE

$1,552

$4,195-63.0%

$3,548-56.3%

$5,439-71.5%

Admin fee / account holder

$67,237

$8,948+651.4%

$5,417+1141.1%

$10,886+517.7%

THE R.C. MUSSON RUBBER COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE R.C. MUSSON RUBBER COMPANY 401(K) 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