Retirement plan

EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

Name: THE RUGBY SCHOOL INC - EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. (2017) Form 5500
Creator: THE RUGBY SCHOOL INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC., THE RUGBY SCHOOL INC

THE RUGBY SCHOOL INCEIN 22-2561017Plan #002PY 2017

PO BOX 1403 - WALL, NJ 077191403732-681-6900

Other plans on this EIN

1 filing

#004Retirement-$742K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+12.8% from 2016

Total participants

-8.2% from 2016

Average account balance

$79,865

+19.2% from 2016

Annual return

12.04%

+3.08 pp from 2016

Benchmarks

See 3,768 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,768 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.86M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

154.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$694K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6007

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 codes2F2T2E2G2J

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

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

$298K

$4444 / participant

Other / not subdivided$298K100.0%

% of EOY assets

4.189%

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

$79,865

$45,050+77.3%

$63,018+26.7%

$70,126+13.9%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

12.04%

18.76%-6.7pp

87.62%-75.6pp

73.15%-61.1pp

Employer contribution / active EE

$2,707

$2,052+31.9%

$2,761-1.9%

$2,343+15.6%

Participant deferral / active EE

$2,467

$2,466+0.1%

$3,330-25.9%

$3,332-25.9%

Admin fee / account holder

$3,346

$2,834+18.1%

$3,601-7.1%

$4,645-28.0%

EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

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