Retirement plan

ROMARK GLOBAL PHARMA RETIREMENT SAVINGS PLAN

Name: ROMARK GLOBAL PHARMA , LLC - ROMARK GLOBAL PHARMA RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: ROMARK GLOBAL PHARMA , LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROMARK GLOBAL PHARMA RETIREMENT SAVINGS PLAN, ROMARK GLOBAL PHARMA , LLC

ROMARK GLOBAL PHARMA , LLCEIN 66-0830393Plan #001PY 2016

3000 BAYPORT DRIVE , SUITE 200 - TAMPA, FL 33607813-282-8544

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$48K

No prior year

Total participants

No prior year

Average account balance

$12,015

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,145 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,145 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$999K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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

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

+14.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14840

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$64

$13 / participant

Other / not subdivided$64100.0%

% of EOY assets

0.133%

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

$12,015

$99,079-87.9%

$78,002-84.6%

$273,972-95.6%

Participation rate

80.0%

78.6%+1.4pp

75.5%+4.5pp

83.0%-3.0pp

Annual return

0.00%

217.93%-217.9pp

425.99%-426.0pp

41.46%-41.5pp

Employer contribution / active EE

$2,497

$3,308-24.5%

$2,470+1.1%

$4,869-48.7%

Participant deferral / active EE

$6,942

$4,306+61.2%

$3,497+98.5%

$5,287+31.3%

Admin fee / account holder

$16

$8,954-99.8%

$5,481-99.7%

$10,133-99.8%

ROMARK GLOBAL PHARMA RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROMARK GLOBAL PHARMA RETIREMENT SAVINGS 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