Retirement plan

ROGERSON AIRCRAFT CORPORATION EMPLOYEE SAVINGS PLAN

Name: ROGERSON AIRCRAFT CORPORATION - ROGERSON AIRCRAFT CORPORATION EMPLOYEE SAVINGS PLAN (2015) Form 5500
Creator: ROGERSON AIRCRAFT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROGERSON AIRCRAFT CORPORATION EMPLOYEE SAVINGS PLAN, ROGERSON AIRCRAFT CORPORATION

ROGERSON AIRCRAFT CORPORATIONEIN 95-2949724Plan #010PY 2015

2201 ALTON PARKWAY - IRVINE, CA 92606949-442-2326rogersonaircraft.comLinkedIn201-500 employeesmanagement consulting

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$5.2M

No prior year

Total participants

208

No prior year

Average account balance

$62,661

No prior year

Annual return

-0.36%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.53M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

41.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$298K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11729

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

Top 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393	Recordkeeping	$6,433

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$25K

$135 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.475%

all-in expense ratio

Categories reported

0 / 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: KUSHNER,SMITH,JOANOU & GREGSON LLP
Auditor EIN: 953322166
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,661

$54,320+15.4%

$67,652-7.4%

$52,331+19.7%

Participation rate

31.7%

73.6%-41.9pp

75.7%-44.0pp

68.1%-36.4pp

Annual return

-0.36%

6.81%-7.2pp

6625.40%-6625.8pp

4.54%-4.9pp

Employer contribution / active EE

$1,544-100.0%

$2,266-100.0%

$1,882-100.0%

Participant deferral / active EE

$2,548

$2,950-13.6%

$3,560-28.4%

$3,022-15.7%

Admin fee / account holder

$297

$527-43.5%

$4,821-93.8%

$592-49.7%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$6,433

ROGERSON AIRCRAFT CORPORATION EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROGERSON AIRCRAFT CORPORATION EMPLOYEE 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