Retirement plan

REA.DEEMING BEAUTY, INC. 401(K) PROFIT SHARING PLAN

Name: REA.DEEMING BEAUTY, INC. - REA.DEEMING BEAUTY, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: REA.DEEMING BEAUTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REA.DEEMING BEAUTY, INC. 401(K) PROFIT SHARING PLAN, REA.DEEMING BEAUTY, INC.

REA.DEEMING BEAUTY, INC.EIN 02-0697262Plan #001PY 2020

3864 COURTNEY STREET, SUITE 190 - BETHLEHEM, PA 180178950610-419-1690

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.9M

+10.6% from 2019

Total participants

135

-15.1% from 2019

Average account balance

$21,374

+30.2% from 2019

Annual return

12.50%

-6.73 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.84M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

173.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$541K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7725

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY3 years Service code 13 · EIN 42-0127290	Contract Administrator	$20,266
CORNERSTONE ADVISORS ASSET MGMT2 years Service code 27 · EIN 75-3204798	Advisory (Plan)	$10,846
WILSHIRE ASSOCIATES INCORPORATED3 years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2F2G2J3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$31K

$451 / participant

Other / not subdivided$31K100.0%

% of EOY assets

1.078%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BUCKNO, LISICKY & COMPANY
Auditor EIN: 232426656
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,374

$81,208-73.7%

$98,907-78.4%

$79,858-73.2%

Participation rate

100.0%

72.5%+27.5pp

76.0%+24.0pp

69.6%+30.4pp

Annual return

12.50%

60.99%-48.5pp

196.43%-183.9pp

31.71%-19.2pp

Employer contribution / active EE

$2,884

$1,960+47.2%

$2,689+7.2%

$2,471+16.7%

Participant deferral / active EE

$4,339

$3,265+32.9%

$4,244+2.2%

$3,740+16.0%

Admin fee / account holder

$230

$6,013-96.2%

$6,642-96.5%

$5,306-95.7%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3 years

Service code 13 · EIN 42-0127290

Contract Administrator

$20,266

CORNERSTONE ADVISORS ASSET MGMT2 years

Service code 27 · EIN 75-3204798

Advisory (Plan)

$10,846

WILSHIRE ASSOCIATES INCORPORATED3 years

Service code 27 · EIN 95-2755361

Advisory (Plan)

REA.DEEMING BEAUTY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REA.DEEMING BEAUTY, INC. 401(K) PROFIT SHARING 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