Retirement plan

ROCKHILL PINNICK LLP 401(K) AND PROFIT SHARING PLA

Name: ROCKHILL PINNICK LLP - ROCKHILL PINNICK LLP 401(K) AND PROFIT SHARING PLA (2016) Form 5500
Creator: ROCKHILL PINNICK LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKHILL PINNICK LLP 401(K) AND PROFIT SHARING PLA, ROCKHILL PINNICK LLP

ROCKHILL PINNICK LLPEIN 35-1094959Plan #002PY 2016

105 EAST MAIN ST - WARSAW, IN 46580574-267-6116rockhillattorneys.comLinkedIn11-50 employeeslegal services

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.2M

+18.5% from 2015

Total participants

-18.2% from 2015

Average account balance

$132,703

+5.3% from 2015

Annual return

11.95%

+8.83 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.48M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$443

$49 / participant

Other / not subdivided$443100.0%

% of EOY assets

0.037%

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

$132,703

$135,956-2.4%

$123,894+7.1%

$273,972-51.6%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

11.95%

56.63%-44.7pp

47.52%-35.6pp

41.46%-29.5pp

Employer contribution / active EE

$6,349

$5,170+22.8%

$4,617+37.5%

$4,869+30.4%

Participant deferral / active EE

$980

$6,343-84.5%

$5,984-83.6%

$5,287-81.5%

Admin fee / account holder

$49

$9,817-99.5%

$8,357-99.4%

$10,133-99.5%

ROCKHILL PINNICK LLP 401(K) AND PROFIT SHARING PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROCKHILL PINNICK LLP 401(K) AND PROFIT SHARING PLA

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