Retirement plan

R.S. CORCORAN CO., EMPLOYEE'S PROFIT SHARING PLAN

Name: R.S. CORCORAN CO., INC. - R.S. CORCORAN CO., EMPLOYEE'S PROFIT SHARING PLAN (2015) Form 5500
Creator: R.S. CORCORAN CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R.S. CORCORAN CO., EMPLOYEE'S PROFIT SHARING PLAN, R.S. CORCORAN CO., INC.

R.S. CORCORAN CO., INC.EIN 36-2606497Plan #001PY 2015

500 N VINE ST - NEW LENOX, IL 604512918815-485-2156corcoranpumps.comLinkedIn11-50 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$5.2M

No prior year

Total participants

No prior year

Average account balance

$247,246

No prior year

Annual return

2.88%

No prior year

Benchmarks

See 18,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort18,068 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.39M

Not enough data

1 years with asset history on file

Average account balance

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

$516K

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

0 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

$253K

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

+24.98%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$335 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.097%

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

$247,246

$78,694+214.2%

$67,652+265.5%

$125,389+97.2%

Participation rate

100.0%

78.8%+21.2pp

75.7%+24.3pp

83.2%+16.8pp

Annual return

2.88%

9.46%-6.6pp

6625.40%-6622.5pp

282.24%-279.4pp

Employer contribution / active EE

$4,436

$3,044+45.7%

$2,266+95.8%

$4,866-8.8%

Participant deferral / active EE

$9,740

$4,292+126.9%

$3,560+173.6%

$5,352+82.0%

Admin fee / account holder

$239

$7,403-96.8%

$4,821-95.0%

$9,541-97.5%

R.S. CORCORAN CO., EMPLOYEE'S PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R.S. CORCORAN CO., EMPLOYEE'S PROFIT SHARING 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