Retirement plan

RITTENHOUSE COMMUNICATIONS GROUP, LLC 401(K) PLAN

Name: RITTENHOUSE COMMUNICATIONS GROUP, LLC - RITTENHOUSE COMMUNICATIONS GROUP, LLC 401(K) PLAN (2023) Form 5500
Creator: RITTENHOUSE COMMUNICATIONS GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RITTENHOUSE COMMUNICATIONS GROUP, LLC 401(K) PLAN, RITTENHOUSE COMMUNICATIONS GROUP, LLC

RITTENHOUSE COMMUNICATIONS GROUP, LLCEIN 27-4713752Plan #001PY 2023

211 N 13TH STREET, SUITE 702 - PHILADELPHIA, PA 19107855-748-8266rittenhousecom.comLinkedIn1-10 employeessecurity and investigations

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$61K

+265.2% from 2022

Total participants

+18.2% from 2022

Average account balance

$4,714

+180.9% from 2022

Annual return

42.31%

+42.31 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$141K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+36.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$940

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

2 tripped

OpportunityLow participant contribution
Participant 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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$229 / participant

Other / not subdivided$3K100.0%

% of EOY assets

4.863%

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

$4,714

$148,623-96.8%

$135,974-96.5%

$139,466-96.6%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

42.31%

79.30%-37.0pp

68.30%-26.0pp

373.66%-331.4pp

Employer contribution / active EE

$1,758

$5,246-66.5%

$4,859-63.8%

$4,754-63.0%

Participant deferral / active EE

$1,322

$8,103-83.7%

$7,760-83.0%

$6,712-80.3%

Admin fee / account holder

$229

$12,406-98.2%

$10,767-97.9%

$11,409-98.0%

RITTENHOUSE COMMUNICATIONS GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RITTENHOUSE COMMUNICATIONS GROUP, LLC 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