Retirement plan

EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

Name: THE RUGBY SCHOOL, INC. - EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. (2022) 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, INC.EIN 22-2561017Plan #002PY 2022

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

Other plans on this EIN

1 filing

#004Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.1M

-16.0% from 2021

Total participants

-1.2% from 2021

Average account balance

$110,224

-16.0% from 2021

Annual return

-17.20%

-31.03 pp from 2021

Benchmarks

See 4,257 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,257 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$15.11M

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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.

132.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$956K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+30.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15911

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2G2F2T2J2E

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

$248K

$4351 / participant

Other / not subdivided$248K100.0%

% of EOY assets

2.711%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,224

$42,894+157.0%

$60,874+81.1%

$68,494+60.9%

Participation rate

100.0%

66.8%+33.2pp

73.1%+26.9pp

67.9%+32.1pp

Annual return

-17.20%

-13.98%-3.2pp

16.90%-34.1pp

-7.84%-9.4pp

Employer contribution / active EE

$2,993

$1,978+51.3%

$2,701+10.8%

$2,596+15.3%

Participant deferral / active EE

$3,701

$2,867+29.1%

$3,817-3.0%

$4,027-8.1%

Admin fee / account holder

$2,988

$3,101-3.6%

$3,224-7.3%

$5,403-44.7%

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