Retirement plan

ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING PLAN

Name: ROXBOROUGH WATER AND SANITATION DISTRICT - ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING PLAN (2016) Form 5500
Creator: ROXBOROUGH WATER AND SANITATION DISTRICT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING PLAN, ROXBOROUGH WATER AND SANITATION DISTRICT

ROXBOROUGH WATER AND SANITATION DISTRICTEIN 84-0623925Plan #001PY 2016

6222 N. ROXBOROUGH PARK ROAD - LITTLETON, CO 801259306303-979-7286roxwater.orgLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

No prior year

Average account balance

$224,917

No prior year

Annual return

8.07%

No prior year

Benchmarks

See 1,255 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,255 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.50M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$276

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 codes2E2F2G3D

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.
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.

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

$224,917

$88,583+153.9%

$88,497+154.2%

$273,972-17.9%

Participation rate

100.0%

83.5%+16.5pp

82.4%+17.6pp

83.0%+17.0pp

Annual return

8.07%

5.68%+2.4pp

7.63%+0.4pp

41.46%-33.4pp

Employer contribution / active EE

$8,881

$4,502+97.3%

$4,036+120.0%

$4,869+82.4%

Participant deferral / active EE

$4,891-100.0%

$4,899-100.0%

$5,287-100.0%

Admin fee / account holder

$8,980-100.0%

$6,220-100.0%

$10,133-100.0%

ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion