Retirement plan

RTN MIDLANTIC GROUP, LLC PROFIT SHARING PLAN

Name: RTN MIDLANTIC GROUP, LLC - RTN MIDLANTIC GROUP, LLC PROFIT SHARING PLAN (2020) Form 5500
Creator: RTN MIDLANTIC GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RTN MIDLANTIC GROUP, LLC PROFIT SHARING PLAN, RTN MIDLANTIC GROUP, LLC

RTN MIDLANTIC GROUP, LLCEIN 23-2985744Plan #002PY 2020

1615 MEADOW LANE - GLEN MILLS, PA 19342610-361-9055

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+20.8% from 2019

Total participants

0.0% from 2019

Average account balance

$892,941

+20.8% from 2019

Annual return

13.85%

-7.07 pp from 2019

Benchmarks

See 22,200 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,200 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.09M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$63K

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13787

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 codes2E2G2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$19K

$9523 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.066%

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

$892,941

$162,785+448.5%

$133,959+566.6%

$158,950+461.8%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

13.85%

41.94%-28.1pp

45.09%-31.2pp

302.91%-289.1pp

Employer contribution / active EE

$51,746

$4,975+940.0%

$3,919+1220.5%

$4,762+986.7%

Participant deferral / active EE

$5,910-100.0%

$5,047-100.0%

$5,983-100.0%

Admin fee / account holder

$9,523

$11,738-18.9%

$8,928+6.7%

$11,248-15.3%

RTN MIDLANTIC GROUP, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RTN MIDLANTIC GROUP, LLC 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