Retirement plan

ROYCE MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN

Name: ROYCE MANAGEMENT, INC. - ROYCE MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN (2016) Form 5500
Creator: ROYCE MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROYCE MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN, ROYCE MANAGEMENT, INC.

ROYCE MANAGEMENT, INC.EIN 47-5209953Plan #002PY 2016

36 VILLAGE COURT - HAZLET, NJ 07730732-778-3105

Other plans on this EIN

1 filing

#001Retirement-$900K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$128K

+167.5% from 2015

Total participants

0.0% from 2015

Average account balance

$64,205

+167.5% from 2015

Annual return

1.27%

+1.27 pp from 2015

Benchmarks

See 877 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort877 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$64,205

$163,687-60.8%

$108,745-41.0%

$273,972-76.6%

Participation rate

100.0%

82.3%+17.7pp

77.7%+22.3pp

83.0%+17.0pp

Annual return

1.27%

31.16%-29.9pp

46.22%-45.0pp

41.46%-40.2pp

Employer contribution / active EE

$15,900

$4,711+237.5%

$3,323+378.5%

$4,869+226.6%

Participant deferral / active EE

$24,000

$7,155+235.4%

$5,121+368.6%

$5,287+353.9%

Admin fee / account holder

$12,890-100.0%

$6,144-100.0%

$10,133-100.0%

ROYCE MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROYCE MANAGEMENT, INC. PROFIT SHARING 401(K) 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