Retirement plan

RUTLAND LOW VOLTAGE SYSTEMS, INC. MONEY PURCHASE PENSION PLAN & TRUST

Name: RUTLAND LOW VOLTAGE SYSTEMS, INC. - RUTLAND LOW VOLTAGE SYSTEMS, INC. MONEY PURCHASE PENSION PLAN & TRUST (2016) Form 5500
Creator: RUTLAND LOW VOLTAGE SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUTLAND LOW VOLTAGE SYSTEMS, INC. MONEY PURCHASE PENSION PLAN & TRUST, RUTLAND LOW VOLTAGE SYSTEMS, INC.

RUTLAND LOW VOLTAGE SYSTEMS, INC.EIN 57-1142042Plan #002PY 2016

8 ASHTON PLACE - VALDOSTA, GA 31602229-242-4701rutlandlowvoltage.comLinkedIn1-10 employeescomputer software

Other plans on this EIN

1 filing

#001Retirement-$804K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$430K

+17.3% from 2015

Total participants

0.0% from 2015

Average account balance

$43,014

+29.0% from 2015

Annual return

14.60%

+20.83 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$456K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.02%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$19076

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 codes2C2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

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

$44K

$4369 / participant

Other / not subdivided$44K100.0%

% of EOY assets

10.157%

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

$43,014

$99,345-56.7%

$84,753-49.2%

$273,972-84.3%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

14.60%

22.93%-8.3pp

22.78%-8.2pp

41.46%-26.9pp

Employer contribution / active EE

$5,303

$4,214+25.8%

$3,574+48.4%

$4,869+8.9%

Participant deferral / active EE

$4,270-100.0%

$3,712-100.0%

$5,287-100.0%

Admin fee / account holder

$4,369

$6,645-34.3%

$5,333-18.1%

$10,133-56.9%

RUTLAND LOW VOLTAGE SYSTEMS, INC. MONEY PURCHASE PENSION PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUTLAND LOW VOLTAGE SYSTEMS, INC. MONEY PURCHASE PENSION PLAN & TRUST

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