Retirement plan

EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC.

Name: WILLIAM A. RANDOLPH, INC. - EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC. (2017) Form 5500
Creator: WILLIAM A. RANDOLPH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC., WILLIAM A. RANDOLPH, INC.

WILLIAM A. RANDOLPH, INC.EIN 36-2488596Plan #001PY 2017

820 LAKESIDE DR STE 3 - GURNEE, IL 600319165847-856-0123LinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

+23.3% from 2016

Total participants

+10.5% from 2016

Average account balance

$76,869

+20.2% from 2016

Annual return

13.54%

+14.62 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.23M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

105

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7336

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 codes2F2T3D

Plan features

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).
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

$256K

$6396 / participant

Other / not subdivided$256K100.0%

% of EOY assets

8.534%

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

$76,869

$63,346+21.3%

$92,240-16.7%

$70,126+9.6%

Participation rate

92.5%

68.7%+23.8pp

76.5%+16.0pp

69.5%+23.0pp

Annual return

13.54%

530.19%-516.7pp

176.29%-162.8pp

73.15%-59.6pp

Employer contribution / active EE

$7,685

$2,471+211.0%

$3,680+108.8%

$2,343+228.1%

Participant deferral / active EE

$4,646

$2,854+62.8%

$3,897+19.2%

$3,332+39.4%

Admin fee / account holder

$6,560

$3,841+70.8%

$5,194+26.3%

$4,645+41.2%

EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WILLIAM A. RANDOLPH, INC.

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