Retirement plan

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

Name: ROYCE MANAGEMENT, INC. - ROYCE MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN (2019) 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 2019

P.O. BOX 122 - HOLMDEL, NJ 07733732-778-3105

Other plans on this EIN

1 filing

#001Retirement-$3.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$487K

+42.6% from 2018

Total participants

0.0% from 2018

Average account balance

$243,661

+42.6% from 2018

Annual return

18.13%

-6.28 pp from 2018

Benchmarks

See 965 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort965 peers

Snapshot2019

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1K

$667 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.274%

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

$243,661

$817,678-70.2%

$392,568-37.9%

$152,909+59.3%

Participation rate

100.0%

82.0%+18.0pp

78.1%+21.9pp

82.5%+17.5pp

Annual return

18.13%

22.84%-4.7pp

24.42%-6.3pp

345.46%-327.3pp

Employer contribution / active EE

$16,800

$5,502+205.3%

$3,783+344.1%

$4,764+252.7%

Participant deferral / active EE

$25,000

$8,398+197.7%

$5,985+317.7%

$5,851+327.3%

Admin fee / account holder

$667

$12,095-94.5%

$6,260-89.3%

$11,601-94.3%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROYCE MANAGEMENT, INC. PROFIT SHARING 401(K) 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