Retirement plan

EMPLOYEES' PROFIT SHARING PLAN OF WOODS ROGERS PLC

Name: WOODS ROGERS PLC - EMPLOYEES' PROFIT SHARING PLAN OF WOODS ROGERS PLC (2015) Form 5500
Creator: WOODS ROGERS PLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES' PROFIT SHARING PLAN OF WOODS ROGERS PLC, WOODS ROGERS PLC

WOODS ROGERS PLCEIN 54-1294386Plan #001PY 2015

P.O. BOX 14125 - ROANOKE, VA 240384125540-983-7600

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$37.9M

No prior year

Total participants

146

No prior year

Average account balance

$259,651

No prior year

Annual return

0.01%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

$1.21M

Not enough data

1 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

-96.53%

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

Top 1 by compensation

Provider	Service type	Compensation
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD. 1700 · RALEIGH, NC 27609	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J2T3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$18 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

0 / 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: BROWN, EDWARDS & COMPANY, L.L.P.
Auditor EIN: 540504608
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$259,651

$70,002+270.9%

$115,037+125.7%

$52,331+396.2%

Participation rate

100.0%

72.1%+27.9pp

81.4%+18.6pp

68.1%+31.9pp

Annual return

0.01%

4.04%-4.0pp

26.14%-26.1pp

4.54%-4.5pp

Employer contribution / active EE

$13,611

$2,715+401.3%

$4,608+195.4%

$1,882+623.3%

Participant deferral / active EE

$7,580

$4,920+54.1%

$6,026+25.8%

$3,022+150.8%

Admin fee / account holder

$13

$566-97.7%

$8,175-99.8%

$592-97.8%

Provider

Service type

Compensation

CAP FINANCIAL PARTNERS, LLC1+ years

Filed as: CAP FINANCIAL PARTNERS LLC

Service code 27 · EIN 26-0058143

4208 SIX FORKS RD. 1700 · RALEIGH, NC 27609

Advisory (Plan)

EMPLOYEES' PROFIT SHARING PLAN OF WOODS ROGERS PLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEES' PROFIT SHARING PLAN OF WOODS ROGERS PLC

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