Retirement plan

RODDA PAINT CO. 401(K) PLAN

Name: RODDA PAINT COMPANY - RODDA PAINT CO. 401(K) PLAN (2015) Form 5500
Creator: RODDA PAINT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RODDA PAINT CO. 401(K) PLAN, RODDA PAINT COMPANY

RODDA PAINT COMPANYEIN 91-1599296Plan #001PY 2015

6107 N MARINE DRIVE - PORTLAND, OR 97203503-521-4352

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.4M

No prior year

Total participants

470

No prior year

Average account balance

$54,946

No prior year

Annual return

1.40%

No prior year

Benchmarks

See 1,069 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,069 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.22M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

477

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.

93.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.84M

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

+14.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65

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 5 by compensation

Provider	Service type	Compensation
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424	Advisory (Plan)	$77,029
THOMPSON KESSLER WEIST1+ years Filed as: THOMPSON KESSLER WIEST AND BORQUIST Service code 10 · EIN 20-5888003	Accounting	$16,432
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$8,893
THOMPSON KESSLER WEIST1+ years Service code 50 · EIN 20-5888003	Direct Payment	$8,673
THOMPSON KESSLER WEIST1+ years Filed as: THOMPSON KESSLER WEIST & BORQUIST Service code 50 · EIN 20-5888003	Direct Payment	$5,372

Plan features & details

Pension benefit codes2E2J2F2G2K3D2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$25K

$62 / participant

Contract admin$8K31.4%
Other / not subdivided$17K68.6%

% of EOY assets

0.108%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PERKINS & CO.
Auditor EIN: 930928924
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,946

$62,324-11.8%

$68,509-19.8%

$55,191-0.4%

Participation rate

89.3%

78.9%+10.4pp

74.7%+14.6pp

69.2%+20.1pp

Annual return

1.40%

4.26%-2.9pp

8.27%-6.9pp

10.78%-9.4pp

Employer contribution / active EE

$934

$2,223-58.0%

$2,278-59.0%

$1,899-50.8%

Participant deferral / active EE

$2,392

$3,425-30.2%

$3,382-29.3%

$3,046-21.5%

Admin fee / account holder

$59

$91-34.9%

$5,275-98.9%

$91-34.5%

Provider

Service type

Compensation

INDEPENDENT FINANCIAL PARTNERS1+ years

Service code 27 · EIN 59-3331424

Advisory (Plan)

$77,029

THOMPSON KESSLER WEIST1+ years

Filed as: THOMPSON KESSLER WIEST AND BORQUIST

Service code 10 · EIN 20-5888003

Accounting

$16,432

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$8,893

THOMPSON KESSLER WEIST1+ years

Service code 50 · EIN 20-5888003

Direct Payment

$8,673

THOMPSON KESSLER WEIST1+ years

Filed as: THOMPSON KESSLER WEIST & BORQUIST

Service code 50 · EIN 20-5888003

Direct Payment

$5,372

RODDA PAINT CO. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RODDA PAINT CO. 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