Retirement plan

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

Name: RX SYSTEMS, INC. - RX SYSTEMS, INC. 401K PROFIT SHARING PLAN AND TRUST (2017) 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 2017

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

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$5.1M

+21.0% from 2016

Total participants

212

+5.5% from 2016

Average account balance

$40,318

+18.2% from 2016

Annual return

15.02%

+7.89 pp from 2016

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2017

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 & ANNUITY3+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$48 / participant

Investment mgmt$8K89.3%
Other / not subdivided$1K10.7%

% of EOY assets

0.183%

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: BOTZ DEAL AND COMPANY
Auditor EIN: 431064657
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,318

$63,314-36.3%

$91,004-55.7%

$62,293-35.3%

Participation rate

56.4%

73.3%-16.9pp

75.6%-19.2pp

69.5%-13.1pp

Annual return

15.02%

21.00%-6.0pp

4.60%+10.4pp

28.90%-13.9pp

Employer contribution / active EE

$377

$1,807-79.1%

$2,456-84.7%

$2,042-81.5%

Participant deferral / active EE

$1,699

$2,944-42.3%

$3,548-52.1%

$3,169-46.4%

Admin fee / account holder

$74

$468-84.2%

$5,417-98.6%

$479-84.6%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3+ 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