Retirement plan

RVK, INC. RETIREMENT SAVINGS PLAN

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

RVK, INC.EIN 93-0910652Plan #001PY 2016

1211 SW 5TH AVENUE, SUITE 900 - PORTLAND, OR 97204503-221-4200

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15M

+0.8% from 2015

Total participants

166

-6.2% from 2015

Average account balance

$94,582

+3.3% from 2015

Annual return

9.48%

+13.61 pp from 2015

Benchmarks

See 2,214 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,214 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.67M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

194

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61

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 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969	Contract Administrator	$7,778

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

$8K

$66 / participant

Contract admin$8K100.0%

% of EOY assets

0.051%

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: KERN & THOMPSON, LLC
Auditor EIN: 951157146
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,582

$74,089+27.7%

$133,975-29.4%

$55,167+71.4%

Participation rate

94.0%

84.3%+9.7pp

87.1%+6.9pp

69.0%+25.0pp

Annual return

9.48%

12.11%-2.6pp

29.29%-19.8pp

169.23%-159.8pp

Employer contribution / active EE

$3,180

$3,064+3.8%

$5,211-39.0%

$1,963+62.1%

Participant deferral / active EE

$8,038

$4,678+71.8%

$6,282+28.0%

$3,054+163.2%

Admin fee / account holder

$48

$458-89.4%

$9,324-99.5%

$504-90.4%

Provider

Service type

Compensation

NEWPORT GROUP, INC.2+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$7,778

RVK, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RVK, INC. 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