Retirement plan

RED OAK ADVERTISING 401(K) PLAN

Name: RED OAK ADVERTISING - RED OAK ADVERTISING 401(K) PLAN (2017) Form 5500
Creator: RED OAK ADVERTISING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RED OAK ADVERTISING 401(K) PLAN, RED OAK ADVERTISING

RED OAK ADVERTISINGEIN 58-2352844Plan #001PY 2017

531 PHILADELPHIA STREET - INDIANA, PA 15701724-349-5377redoak.netLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$813K

+13.7% from 2016

Total participants

0.0% from 2016

Average account balance

$203,166

+13.7% from 2016

Annual return

6.93%

+4.79 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.59M

Not enough data

1 years with asset history on file

Average account balance

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

$323K

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.

38.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2581

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 codes2E2F2G2J2T3D

Plan features

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$480

$69 / participant

Other / not subdivided$480100.0%

% of EOY assets

0.059%

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

$203,166

$150,447+35.0%

$136,298+49.1%

$147,586+37.7%

Participation rate

57.1%

84.4%-27.3pp

81.9%-24.8pp

82.8%-25.7pp

Annual return

6.93%

1049.15%-1042.2pp

5156.27%-5149.3pp

578.59%-571.7pp

Employer contribution / active EE

$1,158

$5,256-78.0%

$4,696-75.3%

$4,876-76.3%

Participant deferral / active EE

$5,773

$6,631-12.9%

$6,247-7.6%

$5,439+6.1%

Admin fee / account holder

$120

$10,906-98.9%

$9,244-98.7%

$10,886-98.9%

RED OAK ADVERTISING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RED OAK ADVERTISING 401(K) 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