Retirement plan

RENTOKIL OF PUERTO RICO RETIREMENT PLAN

Name: RENTOKIL OF PUERTO RICO, INC. - RENTOKIL OF PUERTO RICO RETIREMENT PLAN (2020) Form 5500
Creator: RENTOKIL OF PUERTO RICO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RENTOKIL OF PUERTO RICO RETIREMENT PLAN, RENTOKIL OF PUERTO RICO, INC.

RENTOKIL OF PUERTO RICO, INC.EIN 13-3214815Plan #001PY 2020

PO BOX 363888 - SAN JUAN, PR 00936787-764-2000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$989K

+28.1% from 2019

Total participants

-10.4% from 2019

Average account balance

$16,755

+45.5% from 2019

Annual return

17.96%

-3.90 pp from 2019

Benchmarks

See 8,769 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,769 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.19M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215K

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

+19.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$542

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

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

$61K

$1012 / participant

Other / not subdivided$61K100.0%

% of EOY assets

6.140%

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

$16,755

$60,128-72.1%

$90,440-81.5%

$79,852-79.0%

Participation rate

98.3%

65.0%+33.3pp

72.7%+25.6pp

69.6%+28.7pp

Annual return

17.96%

71.95%-54.0pp

1294.38%-1276.4pp

31.72%-13.8pp

Employer contribution / active EE

$693

$2,068-66.5%

$3,263-78.8%

$2,471-71.9%

Participant deferral / active EE

$1,620

$2,939-44.9%

$3,964-59.1%

$3,740-56.7%

Admin fee / account holder

$1,029

$3,977-74.1%

$5,615-81.7%

$5,306-80.6%

RENTOKIL OF PUERTO RICO RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RENTOKIL OF PUERTO RICO RETIREMENT 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