Retirement plan

RLC PROFIT SHARING 401(K) PLAN

Name: ROGER LANGELIERS CONSTRUCTION CO. - RLC PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: ROGER LANGELIERS CONSTRUCTION CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RLC PROFIT SHARING 401(K) PLAN, ROGER LANGELIERS CONSTRUCTION CO.

ROGER LANGELIERS CONSTRUCTION CO.EIN 93-1177456Plan #001PY 2017

7145 NW PROGRESS CT. - HILLSBORO, OR 97124541-302-6648rlcgroup.comLinkedIn51-200 employeesconstruction

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$11.6M

+22.3% from 2016

Total participants

201

+4.1% from 2016

Average account balance

$57,723

+17.4% from 2016

Annual return

13.33%

+9.92 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.36M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

608

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$280

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 2 by compensation

Provider	Service type	Compensation
PREISZ ASSOCIATES1 year Filed as: PREISZ ASSOCIATES, INC. Service code 26 · EIN 93-1297546 4525 SW CONDOR AVE · PORTLAND, OR 97239	Advisory (Participants)	$22,913
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Service code 15 · EIN 01-0233346	Recordkeeping	$1,250

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$58K

$420 / participant

Investment mgmt$24K41.1%
Contract admin$15K25.8%
Other / not subdivided$19K33.1%

% of EOY assets

0.496%

all-in expense ratio

Categories reported

2 / 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: ALDRICH CPAS & ADVISORS LLP
Auditor EIN: 930623286
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,723

$58,726-1.7%

$92,236-37.4%

$62,293-7.3%

Participation rate

100.0%

68.3%+31.7pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

13.33%

43.62%-30.3pp

176.29%-163.0pp

28.90%-15.6pp

Employer contribution / active EE

$7,262

$2,392+203.6%

$3,679+97.4%

$2,042+255.6%

Participant deferral / active EE

$3,932

$2,766+42.2%

$3,897+0.9%

$3,169+24.1%

Admin fee / account holder

$287

$556-48.5%

$5,194-94.5%

$479-40.2%

Provider

Service type

Compensation

PREISZ ASSOCIATES1 year

Filed as: PREISZ ASSOCIATES, INC.

Service code 26 · EIN 93-1297546

4525 SW CONDOR AVE · PORTLAND, OR 97239

Advisory (Participants)

$22,913

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Service code 15 · EIN 01-0233346

Recordkeeping

$1,250

RLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RLC PROFIT SHARING 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