Retirement plan

MAGNOLIA SALARY DEFERRAL PLAN

Name: RAWL SALES & PROCESSING COMPANY - MAGNOLIA SALARY DEFERRAL PLAN (2016) Form 5500
Creator: RAWL SALES & PROCESSING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAGNOLIA SALARY DEFERRAL PLAN, RAWL SALES & PROCESSING COMPANY

RAWL SALES & PROCESSING COMPANYEIN 55-0476477Plan #004PY 2016

ONE ALPHA PLACE - BRISTOL, VA 24209276-739-4919

Other plans on this EIN

1 filing

#003Retirement-$363K assets

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$57K

+0.5% from 2015

Total participants

0.0% from 2015

Average account balance

$8,124

+0.5% from 2015

Annual return

0.51%

-0.77 pp from 2015

Benchmarks

See 2,108 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,108 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$107K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

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.

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

+22.95%

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 codes2F2G2J2T3D3H

Plan features

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$8,124

$132,310-93.9%

$105,754-92.3%

$273,972-97.0%

Participation rate

0.0%

83.2%-83.2pp

78.9%-78.9pp

83.0%-83.0pp

Annual return

0.51%

10.08%-9.6pp

12.25%-11.7pp

41.46%-40.9pp

Employer contribution / active EE

$4,867-100.0%

$4,079-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,233-100.0%

$5,326-100.0%

$5,287-100.0%

Admin fee / account holder

$12,036-100.0%

$8,309-100.0%

$10,133-100.0%

MAGNOLIA SALARY DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MAGNOLIA SALARY DEFERRAL 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