Retirement plan

RUGGIERI ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Name: RUGGIERI ENTERPRISES, LLC - RUGGIERI ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: RUGGIERI ENTERPRISES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUGGIERI ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN, RUGGIERI ENTERPRISES, LLC

RUGGIERI ENTERPRISES, LLCEIN 25-1881664Plan #001PY 2020

5 CORPORATE DRIVE, SUITE 101 - BEDFORD, PA 15522814-942-1199

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$556K

+24.0% from 2019

Total participants

-6.1% from 2019

Average account balance

$79,484

+24.0% from 2019

Annual return

17.58%

-2.65 pp from 2019

Benchmarks

See 4,277 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$85K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

12.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$180

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

+52.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58

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 codes2E2F2G2J3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$140

$5 / participant

Other / not subdivided$140100.0%

% of EOY assets

0.025%

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

$79,484

$52,279+52.0%

$89,400-11.1%

$79,858-0.5%

Participation rate

17.2%

57.5%-40.3pp

68.0%-50.7pp

69.6%-52.4pp

Annual return

17.58%

22.16%-4.6pp

245.64%-228.1pp

31.72%-14.1pp

Employer contribution / active EE

$1,572-100.0%

$2,586-100.0%

$2,471-100.0%

Participant deferral / active EE

$989

$2,740-63.9%

$3,890-74.6%

$3,740-73.6%

Admin fee / account holder

$20

$3,356-99.4%

$4,882-99.6%

$5,306-99.6%

RUGGIERI ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUGGIERI ENTERPRISES, LLC 401(K) 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