Retirement plan

NRT CA RETIREMENT PLAN

Name: NATIONAL RETAIL TRANSPORTATION, INC. - NRT CA RETIREMENT PLAN (2023) Form 5500
Creator: NATIONAL RETAIL TRANSPORTATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NRT CA RETIREMENT PLAN, NATIONAL RETAIL TRANSPORTATION, INC.

NATIONAL RETAIL TRANSPORTATION, INC.EIN 22-2250997Plan #001PY 2023

2820 16TH STREET - NORTH BERGEN, NJ 07047201-330-3607LinkedIn1-10 employeesinformation services

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$2.6M

+56.8% from 2022

Total participants

466

+14.8% from 2022

Average account balance

$6,399

+16.0% from 2022

Annual return

16.47%

+33.66 pp from 2022

Benchmarks

See 665 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort665 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.75M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

446

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.

80.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$991K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830	Recordkeeping	$19,432
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC Service code 17 · EIN 11-3401702	Pension Consulting	$7,063

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$27K

$67 / participant

Contract admin$27K100.0%

% of EOY assets

1.047%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CITRIN COOPERMAN & COMPANY, LLP
Auditor EIN: 222428965
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,399

$49,693-87.1%

$70,544-90.9%

$74,460-91.4%

Participation rate

85.6%

64.7%+21.0pp

68.4%+17.3pp

70.7%+14.9pp

Annual return

16.47%

21.22%-4.7pp

32.79%-16.3pp

34.38%-17.9pp

Employer contribution / active EE

$1,411

$1,773-20.4%

$2,976-52.6%

$2,638-46.5%

Participant deferral / active EE

$559

$3,376-83.4%

$4,568-87.8%

$4,530-87.7%

Admin fee / account holder

$67

$316-78.8%

$6,427-99.0%

$348-80.7%

Provider

Service type

Compensation

NATIONWIDE8+ years

Filed as: NATIONWIDE INSURANCE

Service code 15 · EIN 31-4156830

Recordkeeping

$19,432

INTAC ACTUARIAL SERVICES4 years

Filed as: INTAC

Service code 17 · EIN 11-3401702

Pension Consulting

$7,063

NRT CA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NRT CA 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