Retirement plan

ROGERSON AIRCRAFT CORPORATION EMPLOYEE SAVINGS PLAN

Name: ROGERSON AIRCRAFT CORPORATION - ROGERSON AIRCRAFT CORPORATION EMPLOYEE SAVINGS PLAN (2019) 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 2019

16940 VON KARMAN - IRVINE, CA 92606949-442-2326rogersonaircraft.comLinkedIn201-500 employeesmanagement consulting

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$5.4M

+10.2% from 2018

Total participants

120

-13.7% from 2018

Average account balance

$81,240

+13.6% from 2018

Annual return

19.14%

+22.14 pp from 2018

Benchmarks

See 14,956 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,956 peers

Snapshot2019

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC2 years Service code 27 · EIN 47-1411118	Advisory (Plan)	$8,500
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$6,974

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$19K

$204 / participant

Investment mgmt$350.2%
Other / not subdivided$19K99.8%

% of EOY assets

0.350%

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: WITHUMSMITH BROWN
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,240

$72,486+12.1%

$87,103-6.7%

$72,976+11.3%

Participation rate

41.3%

72.8%-31.5pp

76.9%-35.6pp

69.5%-28.2pp

Annual return

19.14%

24.46%-5.3pp

28.19%-9.1pp

81.02%-61.9pp

Employer contribution / active EE

$1,894-100.0%

$2,521-100.0%

$2,440-100.0%

Participant deferral / active EE

$3,840

$3,270+17.5%

$4,049-5.1%

$3,608+6.4%

Admin fee / account holder

$284

$5,055-94.4%

$7,491-96.2%

$5,124-94.5%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC2 years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$8,500

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$6,974

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