Retirement plan

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

Name: RUDOLPH FOODS COMPANY, INC. - RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN (2018) 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 2018

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

Prospect flagsFailed to provide benefit

How to read this page

Total assets (EOY)

$20.9M

-0.8% from 2017

Total participants

439

+20.6% from 2017

Average account balance

$51,657

-16.5% from 2017

Annual return

-5.86%

-22.64 pp from 2017

Benchmarks

See 705 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort705 peers

Snapshot2018

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 3 by compensation

Provider	Service type	Compensation
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043	Advisory (Plan)	$26,293
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$22,586
SEE ATTACHED1 year Filed as: SEE ATTACED Service code 49 · EIN 26-1518255	Other Services	$22,455

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

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.

Opportunity flags

1 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.

Expense breakdown

Schedule H Part II

Admin total

$75K

$196 / participant

Investment mgmt$5K6.1%
Other / not subdivided$70K93.9%

% of EOY assets

0.358%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,657

$48,261+7.0%

$68,612-24.7%

$55,725-7.3%

Participation rate

91.1%

71.0%+20.1pp

72.2%+18.9pp

70.9%+20.2pp

Annual return

-5.86%

-2.61%-3.3pp

-4.63%-1.2pp

244.93%-250.8pp

Employer contribution / active EE

$1,540

$1,742-11.6%

$2,625-41.3%

$2,078-25.9%

Participant deferral / active EE

$3,857

$2,712+42.2%

$3,311+16.5%

$3,356+14.9%

Admin fee / account holder

$185

$126+46.5%

$5,131-96.4%

$115+60.5%

Provider

Service type

Compensation

EVERHART ADVISORS1 year

Filed as: EVERHART FINANCIAL GROUP INC

Service code 27 · EIN 31-1440043

Advisory (Plan)

$26,293

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$22,586

SEE ATTACHED1 year

Filed as: SEE ATTACED

Service code 49 · EIN 26-1518255

Other Services

$22,455

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