Retirement plan

RX SYSTEMS, INC. 401K PROFIT SHARING PLAN AND TRUST

Name: RX SYSTEMS, INC. - RX SYSTEMS, INC. 401K PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: RX SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RX SYSTEMS, INC. 401K PROFIT SHARING PLAN AND TRUST, RX SYSTEMS, INC.

RX SYSTEMS, INC.EIN 43-1174040Plan #001PY 2015

121 POINT WEST BOULEVARD - ST. CHARLES, MO 63301636-925-0001rxsystems.comLinkedIn201-500 employeesprinting

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.8M

No prior year

Total participants

189

No prior year

Average account balance

$31,856

No prior year

Annual return

1.11%

No prior year

Benchmarks

See 1,746 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,746 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.13M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

179

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.

69.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$581K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$322

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$17 / participant

Investment mgmt$2K61.0%
Other / not subdivided$1K39.0%

% of EOY assets

0.080%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BOLZ DEAL AND CO
Auditor EIN: 431064657
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,856

$53,412-40.4%

$68,509-53.5%

$52,331-39.1%

Participation rate

59.2%

71.7%-12.5pp

74.7%-15.5pp

68.1%-8.9pp

Annual return

1.11%

3.42%-2.3pp

8.27%-7.2pp

4.54%-3.4pp

Employer contribution / active EE

$377

$1,607-76.6%

$2,278-83.5%

$1,882-80.0%

Participant deferral / active EE

$1,856

$2,688-30.9%

$3,382-45.1%

$3,022-38.6%

Admin fee / account holder

$25

$461-94.5%

$5,275-99.5%

$592-95.7%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: VOYA RETIREMENT INS AND ANNUITY CO

Service code 26 · EIN 71-0294708

Advisory (Participants)

RX SYSTEMS, INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RX SYSTEMS, INC. 401K PROFIT SHARING PLAN AND TRUST

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