Retirement plan

REUNION RX LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: REUNION RX LLC - REUNION RX LLC 401(K) PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: REUNION RX LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REUNION RX LLC 401(K) PROFIT SHARING PLAN AND TRUST, REUNION RX LLC

REUNION RX LLCEIN 27-3322115Plan #001PY 2022

21 W LINCOLN AVENUE - ATLANTIC HIGHLANDS, NJ 07716732-291-5900reunionrx.comLinkedIn11-50 employeespharmaceuticals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+1.6% from 2021

Total participants

-12.3% from 2021

Average account balance

$22,394

-59.4% from 2021

Annual return

-18.03%

-22.34 pp from 2021

Benchmarks

See 9,445 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,445 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

137.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1954

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 codes2E2J2F2G3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$50K

$1364 / participant

Other / not subdivided$50K100.0%

% of EOY assets

4.507%

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

$22,394

$59,813-62.6%

$79,580-71.9%

$68,486-67.3%

Participation rate

100.0%

61.1%+38.9pp

69.5%+30.5pp

67.9%+32.1pp

Annual return

-18.03%

-12.30%-5.7pp

0.15%-18.2pp

-7.85%-10.2pp

Employer contribution / active EE

$2,541

$1,505+68.8%

$2,413+5.3%

$2,597-2.1%

Participant deferral / active EE

$4,486

$3,024+48.3%

$3,985+12.6%

$4,028+11.4%

Admin fee / account holder

$1,009

$4,835-79.1%

$6,835-85.2%

$5,404-81.3%

REUNION RX LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REUNION RX LLC 401(K) PROFIT SHARING PLAN AND TRUST

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