Retirement plan

403(B) THRIFT PLAN OF RURAL ENTERPRISE FOR ACCEPTABLE LIVING, INC.

Name: RURAL ENTERPRISE FOR ACCEPTABLE LIV ING, INC. - 403(B) THRIFT PLAN OF RURAL ENTERPRISE FOR ACCEPTABLE LIVING, INC. (2015) Form 5500
Creator: RURAL ENTERPRISE FOR ACCEPTABLE LIV ING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF RURAL ENTERPRISE FOR ACCEPTABLE LIVING, INC., RURAL ENTERPRISE FOR ACCEPTABLE LIV ING, INC.

RURAL ENTERPRISE FOR ACCEPTABLE LIV ING, INC.EIN 41-1384352Plan #001PY 2015

109 S 5TH ST STE 700 - MARSHALL, MN 56258507-532-2221

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$293K

No prior year

Total participants

No prior year

Average account balance

$26,648

No prior year

Annual return

-0.36%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$707K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

169.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

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

+12.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3594

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 codes2L2F

Plan features

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).
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$880

$126 / participant

Other / not subdivided$880100.0%

% of EOY assets

0.300%

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

$26,648

$84,685-68.5%

$73,836-63.9%

$125,389-78.7%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.36%

3123.80%-3124.2pp

2268.06%-2268.4pp

282.24%-282.6pp

Employer contribution / active EE

$1,446

$3,123-53.7%

$2,787-48.1%

$4,866-70.3%

Participant deferral / active EE

$2,341

$3,993-41.4%

$3,583-34.7%

$5,352-56.3%

Admin fee / account holder

$80

$5,694-98.6%

$4,882-98.4%

$9,541-99.2%

403(B) THRIFT PLAN OF RURAL ENTERPRISE FOR ACCEPTABLE LIVING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF RURAL ENTERPRISE FOR ACCEPTABLE LIVING, INC.

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