Retirement plan

RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN

Name: RUDOLPH FOODS COMPANY, INC. - RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: RUDOLPH FOODS COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN, RUDOLPH FOODS COMPANY, INC.

RUDOLPH FOODS COMPANY, INC.EIN 34-1563471Plan #001PY 2017

P.O. BOX 509 - LIMA, OH 45802419-648-3611rudolphfoods.comLinkedIn501-1000 employeesfood production

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.1M

+21.3% from 2016

Total participants

364

+19.0% from 2016

Average account balance

$61,867

-0.1% from 2016

Annual return

16.78%

+10.42 pp from 2016

Benchmarks

See 684 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort684 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$40.81M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

731

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.

74.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.97M

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

+13.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$228

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
ASPIRIANT LLC3+ years Filed as: ASPIRIANT, LLC Service code 16 · EIN 26-1518255	Consulting	$28,699
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$7,154

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$43K

$150 / participant

Investment mgmt$4K9.9%
Other / not subdivided$39K90.1%

% of EOY assets

0.204%

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: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,867

$53,925+14.7%

$75,501-18.1%

$69,631-11.1%

Participation rate

92.0%

71.2%+20.8pp

72.4%+19.6pp

70.7%+21.3pp

Annual return

16.78%

17.84%-1.1pp

27.35%-10.6pp

27571.02%-27554.2pp

Employer contribution / active EE

$1,645

$1,802-8.7%

$2,352-30.0%

$2,032-19.0%

Participant deferral / active EE

$4,173

$2,569+62.4%

$3,142+32.8%

$3,224+29.4%

Admin fee / account holder

$126

$97+30.2%

$5,801-97.8%

$110+14.5%

Provider

Service type

Compensation

ASPIRIANT LLC3+ years

Filed as: ASPIRIANT, LLC

Service code 16 · EIN 26-1518255

Consulting

$28,699

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$7,154

RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT 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