Retirement plan

RGI INFORMATICS, LLC 401(K) PROFIT SHARING PLAN

Name: RGI INFORMATICS, LLC - RGI INFORMATICS, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: RGI INFORMATICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RGI INFORMATICS, LLC 401(K) PROFIT SHARING PLAN, RGI INFORMATICS, LLC

RGI INFORMATICS, LLCEIN 13-4040471Plan #002PY 2019

287 SUTTON ROAD - CORNWALLVILLE, NY 12418518-239-4926

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+12.3% from 2018

Total participants

-38.1% from 2018

Average account balance

$238,536

+81.4% from 2018

Annual return

15.95%

+19.48 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.09M

Not enough data

1 years with asset history on file

Average account balance

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

$511K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+12.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14832

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$222K

$36925 / participant

Other / not subdivided$222K100.0%

% of EOY assets

7.144%

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

$238,536

$157,304+51.6%

$141,197+68.9%

$152,909+56.0%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

15.95%

64.34%-48.4pp

71.41%-55.5pp

345.46%-329.5pp

Employer contribution / active EE

$10,237

$5,263+94.5%

$4,736+116.1%

$4,764+114.9%

Participant deferral / active EE

$9,992

$7,111+40.5%

$6,710+48.9%

$5,851+70.8%

Admin fee / account holder

$17,042

$12,126+40.5%

$10,265+66.0%

$11,601+46.9%

RGI INFORMATICS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RGI INFORMATICS, LLC 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