Retirement plan

ROVIRA BISCUIT CORPORATION AND AFFILIATES

Name: ROVIRA BISCUIT CORPORATION - ROVIRA BISCUIT CORPORATION AND AFFILIATES (2018) Form 5500
Creator: ROVIRA BISCUIT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROVIRA BISCUIT CORPORATION AND AFFILIATES, ROVIRA BISCUIT CORPORATION

ROVIRA BISCUIT CORPORATIONEIN 66-0178428Plan #002PY 2018

619 AVE LA CEIBA - PONCE, PR 00717787-844-8585

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$4.5M

-4.7% from 2017

Total participants

294

-44.1% from 2017

Average account balance

$17,685

-0.6% from 2017

Annual return

7.82%

-3.60 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.65M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

243

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.

91.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015	Investment Management	$0
PENSION ADMINISTRATORS GROUP, INC.3+ years Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K

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.
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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$4K

$15 / participant

Investment mgmt$4K100.0%

% of EOY assets

0.094%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RRC CPA GROUP, PSC
Auditor EIN: 660701886
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,685

$37,196-52.5%

$154,108-88.5%

$55,725-68.3%

Participation rate

85.3%

64.1%+21.2pp

83.0%+2.3pp

70.9%+14.5pp

Annual return

7.82%

1319.68%-1311.9pp

735.21%-727.4pp

244.93%-237.1pp

Employer contribution / active EE

$296

$1,614-81.6%

$5,298-94.4%

$2,078-85.7%

Participant deferral / active EE

$1,014

$2,068-51.0%

$5,081-80.0%

$3,356-69.8%

Admin fee / account holder

$17

$102-83.6%

$13,411-99.9%

$115-85.5%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY INVESTMENTS

Service code 28

100 CROSBY PARKWAY · COVINGTON, KY 41015

Investment Management

PENSION ADMINISTRATORS GROUP, INC.3+ years

Service code 15

PO BOX 9023794 · SAN JUAN, PR 00902

Recordkeeping

ROVIRA BISCUIT CORPORATION AND AFFILIATES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROVIRA BISCUIT CORPORATION AND AFFILIATES

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