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 (2018) 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 2018

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

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.2M

+3.7% from 2017

Total participants

+21.1% from 2017

Average account balance

$92,141

+3.7% from 2017

Annual return

-9.49%

-32.22 pp from 2017

Benchmarks

See 8,370 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,370 peers

Snapshot2018

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$22K

$970 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.863%

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

$92,141

$97,027-5.0%

$83,323+10.6%

$135,382-31.9%

Participation rate

56.5%

80.4%-23.9pp

77.8%-21.2pp

82.6%-26.1pp

Annual return

-9.49%

12.31%-21.8pp

10.63%-20.1pp

519.77%-529.3pp

Employer contribution / active EE

$1,978

$4,143-52.3%

$3,379-41.5%

$4,779-58.6%

Participant deferral / active EE

$5,399

$5,964-9.5%

$5,565-3.0%

$5,609-3.7%

Admin fee / account holder

$1,717

$8,427-79.6%

$7,539-77.2%

$10,829-84.1%

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