Retirement plan

LIN R. ROGERS ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

Name: LIN R. ROGERS ELECTRICAL CONTRACTING, INC. - LIN R. ROGERS ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: LIN R. ROGERS ELECTRICAL CONTRACTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIN R. ROGERS ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN, LIN R. ROGERS ELECTRICAL CONTRACTING, INC.

LIN R. ROGERS ELECTRICAL CONTRACTING, INC.EIN 58-1539550Plan #001PY 2015

2050 MARCONI DRIVE, SUITE 100 - ALPHARETTA, GA 30005770-772-3410LinkedIn11-50 employees

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 1, 2012

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$13.1M

No prior year

Total participants

670

No prior year

Average account balance

$19,585

No prior year

Annual return

1.21%

No prior year

Benchmarks

See 885 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort885 peers

Snapshot2015

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Analytics

Total assets (EOY)

Plan-year ending balance

$54.67M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

1,143

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.

91.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$141

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIRST PARTY ADMINISTRATOR, LLC1+ years Service code 13 · EIN 46-2023154	Contract Administrator	$2,800
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Service code 64 · EIN 84-0467907	Recordkeeping Fees	$631
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-2740599	Other Commissions	$0
TOYA RETIREMENT INS AND ANNUITY1+ years Service code 26 · EIN 71-0294708	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2A2E2J2K2F2G2R3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$31 / participant

Contract admin$17K100.0%

% of EOY assets

0.127%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOORE STEPHENS TILLER, LLC
Auditor EIN: 580573524
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,585

$50,498-61.2%

$75,781-74.2%

$55,191-64.5%

Participation rate

100.0%

69.4%+30.6pp

75.8%+24.2pp

69.2%+30.8pp

Annual return

1.21%

1.80%-0.6pp

9.68%-8.5pp

10.78%-9.6pp

Employer contribution / active EE

$948

$2,291-58.6%

$3,323-71.5%

$1,899-50.0%

Participant deferral / active EE

$3,278

$2,589+26.6%

$3,651-10.2%

$3,046+7.6%

Admin fee / account holder

$25

$123-79.9%

$5,299-99.5%

$91-72.7%

Provider

Service type

Compensation

FIRST PARTY ADMINISTRATOR, LLC1+ years

Service code 13 · EIN 46-2023154

Contract Administrator

$2,800

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Service code 64 · EIN 84-0467907

Recordkeeping Fees

$631

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH LIFE AGENCY INC

Service code 55 · EIN 13-2740599

Other Commissions

TOYA RETIREMENT INS AND ANNUITY1+ years

Service code 26 · EIN 71-0294708

Advisory (Participants)

LIN R. ROGERS ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIN R. ROGERS ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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