Retirement plan

RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN

Name: RUSSELL REYNOLDS ASSOCIATES, INC. - RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN (2022) Form 5500
Creator: RUSSELL REYNOLDS ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN, RUSSELL REYNOLDS ASSOCIATES, INC.

RUSSELL REYNOLDS ASSOCIATES, INC.dba RUSSELL REYNOLDS ASSOCIATES, INC.EIN 13-2645137Plan #002PY 2022

277 PARK AVE 37TH FL - NEW YORK, NY 101720003212-716-7086russellreynolds.comLinkedIn1001-5000 employeesmanagement consulting

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 7, 2021

Plan administrator

Plan administrator name— Sign in and upgrade to view

277 Park Ave., Suite 3800

New York, NY 10172

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Plans declared (1)

Russell Reynolds Associates, Inc. Deferred Compensation Plan92 emp

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Total assets (EOY)

$291.6M

-13.4% from 2021

Total participants

1,259

+10.6% from 2021

Average account balance

$236,287

-23.5% from 2021

Annual return

-17.51%

-34.22 pp from 2021

Benchmarks

See 3,159 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,159 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$438.19M

Not enough data

1 years with asset history on file

Average account balance

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

$342K

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.

1,280

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$72,489
FIDELITY INVESTMENTS INSTITUTIONAL7 years Service code 30 · EIN 04-2647786	Account maintenance fees; Employee (p...	-$25,565

Plan features & details

Pension benefit codes2E2F2J2K2R

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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$47K

$54 / participant

Other / not subdivided$47K100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PRICE WATERHOUSE COOPERS
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$236,287

$82,163+187.6%

$125,381+88.5%

$64,819+264.5%

Participation rate

97.1%

77.9%+19.3pp

82.4%+14.8pp

71.5%+25.7pp

Annual return

-17.51%

3.49%-21.0pp

572.31%-589.8pp

32.84%-50.4pp

Employer contribution / active EE

$15,485

$3,616+328.2%

$4,815+221.6%

$2,507+517.7%

Participant deferral / active EE

$12,068

$7,175+68.2%

$7,448+62.0%

$4,311+179.9%

Admin fee / account holder

$38

$163-76.7%

$10,007-99.6%

$188-79.8%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.8+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$72,489

FIDELITY INVESTMENTS INSTITUTIONAL7 years

Service code 30 · EIN 04-2647786

Account maintenance fees; Employee (p...

-$25,565

RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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