Retirement plan

NEDS OF ROCKINGHAM INC. 401K PROFIT SHARING PLAN

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

NEDS OF ROCKINGHAM INC.EIN 56-1948728Plan #001PY 2016

1700 E BROAD STREET - ROCKINGHAM, NC 283794971910-997-6449

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$307K

+22.3% from 2015

Total participants

-25.0% from 2015

Average account balance

$102,315

+63.0% from 2015

Annual return

6.89%

+7.72 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$641K

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 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

+12.07%

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

$6K

$2029 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.983%

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

$102,315

$105,623-3.1%

$87,502+16.9%

$273,972-62.7%

Participation rate

100.0%

78.2%+21.8pp

73.8%+26.2pp

83.0%+17.0pp

Annual return

6.89%

12.26%-5.4pp

12.21%-5.3pp

41.46%-34.6pp

Employer contribution / active EE

$2,431

$3,141-22.6%

$2,550-4.6%

$4,869-50.1%

Participant deferral / active EE

$12,450

$3,601+245.8%

$3,149+295.4%

$5,287+135.5%

Admin fee / account holder

$2,029

$4,781-57.6%

$4,221-51.9%

$10,133-80.0%

NEDS OF ROCKINGHAM INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEDS OF ROCKINGHAM INC. 401K PROFIT SHARING 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