Retirement plan

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

Name: R.S. CORCORAN CO, INC. - R.S. CORCORAN., EMPLOYEE'S PROFIT SHARING PLAN (2016) Form 5500
Creator: R.S. CORCORAN CO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R.S. CORCORAN., EMPLOYEE'S PROFIT SHARING PLAN, R.S. CORCORAN CO, INC.

R.S. CORCORAN CO, INC.EIN 36-2606497Plan #001PY 2016

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

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5.7M

+9.7% from 2015

Total participants

-25.0% from 2015

Average account balance

$271,345

+9.7% from 2015

Annual return

5.37%

+2.49 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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 codes2J

Plan features

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$271,345

$88,707+205.9%

$74,184+265.8%

$273,972-1.0%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

5.37%

11.94%-6.6pp

17.74%-12.4pp

41.46%-36.1pp

Employer contribution / active EE

$4,862

$3,159+53.9%

$2,370+105.1%

$4,869-0.1%

Participant deferral / active EE

$10,296

$4,212+144.5%

$3,550+190.0%

$5,287+94.7%

Admin fee / account holder

$8,717-100.0%

$5,586-100.0%

$10,133-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion