Retirement plan

NRP INVESTMENTS LLC 401(K) SAVINGS PLAN

Name: NRP INVESTMENTS LLC - NRP INVESTMENTS LLC 401(K) SAVINGS PLAN (2016) Form 5500
Creator: NRP INVESTMENTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NRP INVESTMENTS LLC 401(K) SAVINGS PLAN, NRP INVESTMENTS LLC

NRP INVESTMENTS LLCEIN 34-1899036Plan #001PY 2016

5309 TRANSPORTATION BOULEVARD - GARFIELD HEIGHTS, OH 44125216-475-8900

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed December 16, 2021

Plan administrator

Plan administrator name— Sign in and upgrade to view

1228 Euclid Avenue, 4th Floor

Cleveland, OH 44115

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Plans declared (1)

NRP Investments LLC10 emp

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Total assets (EOY)

$9.2M

+7.2% from 2015

Total participants

475

-2.7% from 2015

Average account balance

$21,800

+10.3% from 2015

Annual return

9.34%

+9.46 pp from 2015

Benchmarks

See 542 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort542 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.42M

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.

640

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.

62.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.11M

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

+17.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$296

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 1 by compensation

Provider	Service type	Compensation
WILLIAMS LEA1 year Service code 99 · EIN 13-3160717	Other Fees	$0

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$36K

$86 / participant

Contract admin$36K100.0%

% of EOY assets

0.390%

all-in expense ratio

Categories reported

1 / 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

$21,800

$42,582-48.8%

$171,082-87.3%

$57,658-62.2%

Participation rate

87.8%

63.9%+23.9pp

76.7%+11.1pp

70.2%+17.6pp

Annual return

9.34%

308.67%-299.3pp

32.56%-23.2pp

5.13%+4.2pp

Employer contribution / active EE

$444

$1,306-66.0%

$4,002-88.9%

$1,974-77.5%

Participant deferral / active EE

$3,384

$2,933+15.4%

$4,797-29.5%

$3,061+10.6%

Admin fee / account holder

$85

$82+3.3%

$8,520-99.0%

$95-10.0%

Provider

Service type

Compensation

WILLIAMS LEA1 year

Service code 99 · EIN 13-3160717

Other Fees

NRP INVESTMENTS LLC 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NRP INVESTMENTS LLC 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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