Retirement plan

R.S. CORCORAN EMPLOYEE'S PROFIT SHARING PLAN

Name: R.S. CORCORAN CO, INC. - R.S. CORCORAN EMPLOYEE'S PROFIT SHARING PLAN (2017) 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 2017

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)

$7M

+22.9% from 2016

Total participants

+33.3% from 2016

Average account balance

-100.0% from 2016

Annual return

22.19%

+16.82 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

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

$147K

$7359 / participant

Other / not subdivided$147K100.0%

% of EOY assets

2.101%

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

$98,240-100.0%

$82,312-100.0%

$147,586-100.0%

Participation rate

0.0%

79.7%-79.7pp

76.9%-76.9pp

82.8%-82.8pp

Annual return

22.19%

30.85%-8.7pp

25.88%-3.7pp

578.59%-556.4pp

Employer contribution / active EE

$2,796

$3,192-12.4%

$2,428+15.1%

$4,876-42.7%

Participant deferral / active EE

$6,676

$4,383+52.3%

$3,706+80.1%

$5,439+22.7%

Admin fee / account holder

$8,563-100.0%

$5,608-100.0%

$10,886-100.0%

R.S. CORCORAN EMPLOYEE'S PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R.S. CORCORAN 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