Retirement plan

RWT PRODUCTION, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: RWT PRODUCTION, LLC - RWT PRODUCTION, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: RWT PRODUCTION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RWT PRODUCTION, LLC 401(K) PROFIT SHARING PLAN AND TRUST, RWT PRODUCTION, LLC

RWT PRODUCTION, LLCEIN 03-0416536Plan #001PY 2017

8932 ORANGE HUNT LANE - ANNANDALE, VA 220034125703-644-6451rwtproduction.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.2M

+39.9% from 2016

Total participants

+26.7% from 2016

Average account balance

$88,865

+7.7% from 2016

Annual return

22.73%

-24.28 pp from 2016

Benchmarks

See 8,045 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,045 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.74M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$649K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2820

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

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

$4K

$216 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.336%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,865

$105,856-16.1%

$90,161-1.4%

$147,586-39.8%

Participation rate

66.7%

79.7%-13.1pp

76.9%-10.2pp

82.8%-16.2pp

Annual return

22.73%

37.63%-14.9pp

34.89%-12.2pp

578.59%-555.9pp

Employer contribution / active EE

$2,202

$4,126-46.6%

$3,318-33.6%

$4,876-54.8%

Participant deferral / active EE

$5,693

$5,733-0.7%

$5,287+7.7%

$5,439+4.7%

Admin fee / account holder

$299

$8,046-96.3%

$5,943-95.0%

$10,886-97.3%

RWT PRODUCTION, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RWT PRODUCTION, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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