Retirement plan

ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING PLAN

Name: ROXBOROUGH WATER AND SANITATION DISTRICT - ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

-2.9% from 2016

Total participants

0.0% from 2016

Average account balance

$218,449

-2.9% from 2016

Annual return

19.98%

+11.92 pp from 2016

Benchmarks

See 1,269 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,269 peers

Snapshot2017

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$662K

$73581 / participant

Other / not subdivided$662K100.0%

% of EOY assets

27.559%

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

$218,449

$96,965+125.3%

$97,995+122.9%

$147,586+48.0%

Participation rate

100.0%

83.6%+16.4pp

82.4%+17.6pp

82.8%+17.2pp

Annual return

19.98%

24.11%-4.1pp

23.94%-4.0pp

578.59%-558.6pp

Employer contribution / active EE

$10,734

$4,536+136.6%

$4,158+158.1%

$4,876+120.1%

Participant deferral / active EE

$5,081-100.0%

$5,097-100.0%

$5,439-100.0%

Admin fee / account holder

$60,203

$8,120+641.4%

$5,943+912.9%

$10,886+453.0%

ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROXBOROUGH WATER AND SANITATION DISTRICT PROFIT SHARING 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