Retirement plan

R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN

Name: R3 STRATEGIC SUPPORT GROUP, INC. - R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN (2024) Form 5500
Creator: R3 STRATEGIC SUPPORT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN, R3 STRATEGIC SUPPORT GROUP, INC.

R3 STRATEGIC SUPPORT GROUP, INC.EIN 26-1232918Plan #001PY 2024

909 W LAUREL, STE 200 - SAN DIEGO, CA 92101800-418-2040r3ssg.comLinkedIn51-200 employeesdefense & space

Other plans on this EIN

1 filing

#002Retirement-$12.8M assets

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$14M

+18.7% from 2023

Total participants

304

+29.4% from 2023

Average account balance

$51,894

+1.5% from 2023

Annual return

12.45%

-0.97 pp from 2023

Benchmarks

See 6,290 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,290 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.96M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

269

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.

82.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.75M

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

+12.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$259

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 3 by compensation

Provider	Service type	Compensation
ONEDIGITAL INVESTMENT ADVISORS LLC2 years Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524	Other Fees	$32,616
ECONOMIC GROUP PENSION SERVICES2 years Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010	Other Services	$6,165
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2A2E2J2F2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$70K

$352 / participant

Contract admin$70K100.0%

% of EOY assets

0.500%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ROORDA, PIQUET & BESSEE, INC.
Auditor EIN: 330252865
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,894

$101,539-48.9%

$147,041-64.7%

$74,400-30.3%

Participation rate

82.3%

75.5%+6.8pp

82.2%+0.2pp

67.2%+15.1pp

Annual return

12.45%

8740.84%-8728.4pp

419.21%-406.8pp

1367.51%-1355.1pp

Employer contribution / active EE

$4,443

$3,811+16.6%

$4,935-10.0%

$2,624+69.3%

Participant deferral / active EE

$4,420

$7,304-39.5%

$8,071-45.2%

$4,348+1.7%

Admin fee / account holder

$259

$1,749-85.2%

$13,006-98.0%

$1,944-86.7%

Provider

Service type

Compensation

ONEDIGITAL INVESTMENT ADVISORS LLC2 years

Filed as: ONEDIGITAL INVESTMENT ADVISORS

Service code 99 · EIN 43-1451524

Other Fees

$32,616

ECONOMIC GROUP PENSION SERVICES2 years

Service code 49

PO BOX 54 · FRANKLIN SQ, NY 11010

Other Services

$6,165

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT INSURANCE AND ANNUI

Service code 64 · EIN 71-0294708

Recordkeeping Fees

R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R3 STRATEGIC SUPPORT GROUP, INC. 401(K) 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