Retirement plan

REH HOLDINGS, INC. PROFIT SHARING PLAN

Name: REH HOLDINGS, INC. - REH HOLDINGS, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: REH HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REH HOLDINGS, INC. PROFIT SHARING PLAN, REH HOLDINGS, INC.

REH HOLDINGS, INC.EIN 23-2265669Plan #001PY 2017

150 SOUTH SUMNER STREET - YORK, PA 17404717-843-0021rehholdings.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.1M

+15.8% from 2016

Total participants

241

-15.7% from 2016

Average account balance

$69,535

+40.3% from 2016

Annual return

14.77%

+9.15 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.82M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

228

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.

94.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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 5 by compensation

Provider	Service type	Compensation
NORTHEAST FINANCIAL GROUP1 year Service code 49	Other Services	$15,976
MARKLEY ACTUARIAL SERVICES, INC.3+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 49 · EIN 23-2439467	Other Services	$10,500
NORTHWEST PLAN SERVICES, INC.1 year Service code 15 300 EAST JOPPA ROAD · TOWSON, MD 21286	Recordkeeping	$6,045
RKL LLP1 year Service code 49 · EIN 23-2108173	Other Services	$6,000
NORTHEAST FINANCIAL GROUP3+ years Filed as: NORTHEAST FINANCIAL GROUP INC Service code 49 · EIN 23-2946836	Other Services	$5,639

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$14K

$73 / participant

Investment mgmt$6K41.4%
Contract admin$2K14.3%
Other / not subdivided$6K44.3%

% of EOY assets

0.085%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: REINSEL KUNTZ LESHER LLP
Auditor EIN: 232108173
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,535

$58,726+18.4%

$92,240-24.6%

$62,293+11.6%

Participation rate

95.2%

68.3%+26.8pp

76.5%+18.7pp

69.5%+25.7pp

Annual return

14.77%

43.62%-28.8pp

176.29%-161.5pp

28.90%-14.1pp

Employer contribution / active EE

$3,301

$2,392+38.0%

$3,680-10.3%

$2,042+61.6%

Participant deferral / active EE

$2,575

$2,766-6.9%

$3,897-33.9%

$3,169-18.7%

Admin fee / account holder

$59

$556-89.4%

$5,194-98.9%

$479-87.7%

Provider

Service type

Compensation

NORTHEAST FINANCIAL GROUP1 year

Service code 49

Other Services

$15,976

MARKLEY ACTUARIAL SERVICES, INC.3+ years

Filed as: MARKLEY ACTUARIAL SERVICES INC

Service code 49 · EIN 23-2439467

Other Services

$10,500

NORTHWEST PLAN SERVICES, INC.1 year

Service code 15

300 EAST JOPPA ROAD · TOWSON, MD 21286

Recordkeeping

$6,045

RKL LLP1 year

Service code 49 · EIN 23-2108173

Other Services

$6,000

NORTHEAST FINANCIAL GROUP3+ years

Filed as: NORTHEAST FINANCIAL GROUP INC

Service code 49 · EIN 23-2946836

Other Services

$5,639

REH HOLDINGS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REH HOLDINGS, INC. 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