Retirement plan

R.S. CORCORAN EMPLOYEE'S PROFIT SHARING PLAN

Name: R.S. CORCORAN CO., INC. - R.S. CORCORAN EMPLOYEE'S PROFIT SHARING PLAN (2018) 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 2018

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)

$6.8M

-2.8% from 2017

Total participants

-15.0% from 2017

Average account balance

No prior year

Annual return

-2.31%

-24.50 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

$224K

$13153 / participant

Other / not subdivided$224K100.0%

% of EOY assets

3.284%

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

$92,219-100.0%

$76,767-100.0%

$135,380-100.0%

Participation rate

0.0%

79.8%-79.8pp

77.0%-77.0pp

82.6%-82.6pp

Annual return

-2.31%

5.46%-7.8pp

2.43%-4.7pp

519.81%-522.1pp

Employer contribution / active EE

$3,182

$3,216-1.0%

$2,485+28.0%

$4,779-33.4%

Participant deferral / active EE

$7,845

$4,508+74.0%

$3,852+103.7%

$5,609+39.9%

Admin fee / account holder

$10,749-100.0%

$6,675-100.0%

$10,828-100.0%

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