Retirement plan

REV GROUP, INC. 401(K) RETIREMENT PLAN

Name: REV GROUP, INC. - REV GROUP, INC. 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: REV GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REV GROUP, INC. 401(K) RETIREMENT PLAN, REV GROUP, INC.

REV GROUP, INC.EIN 26-3013415Plan #001PY 2018

111 E. KILBOURN AVE, SUITE 2600 - MILWAUKEE, WI 53202414-290-0100revgroup.comLinkedIn5001-10000 employeesautomotive

Prospect flagsLow assets / participantLow employer contributionLow participant contributionFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed December 5, 2013

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$225.7M

-11.9% from 2016

Total participants

8,831

-5.0% from 2016

Average account balance

$33,131

-6.4% from 2016

Annual return

-1.51%

-0.52 pp from 2016

Benchmarks

See 119 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort119 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$349.59M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

5,128

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.

66.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87

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

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Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 49 · EIN 04-1590850	Other Services	$765,125
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590	Accounting	$12,540
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150	Indirect Investment Fees	$0
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
COLUMBIA2 years Service code 52 · EIN 94-1687665	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS1 year Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-4024319	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
NEUBERGER BERMAN2 years Service code 52 · EIN 13-6068441	Indirect Investment Fees	$0
OPPENHEIMER2 years Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

5 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$778K

$100 / participant

Investment mgmt$540K69.5%
Contract admin$223K28.7%
Other / not subdivided$14K1.8%

% of EOY assets

0.345%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,131

$96,261-65.6%

$76,768-56.8%

$68,904-51.9%

Participation rate

74.0%

87.0%-13.0pp

77.0%-2.9pp

74.1%-0.1pp

Annual return

-1.51%

-0.85%-0.7pp

2.43%-3.9pp

1.07%-2.6pp

Employer contribution / active EE

$1,421

$3,303-57.0%

$2,485-42.8%

$2,540-44.0%

Participant deferral / active EE

$2,433

$5,537-56.1%

$3,852-36.8%

$4,015-39.4%

Admin fee / account holder

$114

$73+56.6%

$6,676-98.3%

$71+60.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 49 · EIN 04-1590850

Other Services

$765,125

BDO USA, LLP1 year

Filed as: BDO USA LLP

Service code 10 · EIN 13-5381590

Accounting

$12,540

AMERICAN REALTY ADVISORS2 years

Filed as: AMERICAN BEACON

Service code 52 · EIN 75-2401150

Indirect Investment Fees

AMERICAN FUNDS2 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

COLUMBIA2 years

Service code 52 · EIN 94-1687665

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS1 year

Service code 52 · EIN 36-3129984

Indirect Investment Fees

THE BANK OF NEW YORK MELLON2 years

Filed as: DREYFUS

Service code 52 · EIN 13-4024319

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY2 years

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

NEUBERGER BERMAN2 years

Service code 52 · EIN 13-6068441

Indirect Investment Fees

OPPENHEIMER2 years

Service code 52 · EIN 93-6305075

Indirect Investment Fees

REV GROUP, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REV GROUP, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

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