Retirement plan

LAND RESOURCE DESIGN GROUP, INC. 401K PLAN

Name: LAND RESOURCE DESIGN GROUP, INC. - LAND RESOURCE DESIGN GROUP, INC. 401K PLAN (2020) Form 5500
Creator: LAND RESOURCE DESIGN GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAND RESOURCE DESIGN GROUP, INC. 401K PLAN, LAND RESOURCE DESIGN GROUP, INC.

LAND RESOURCE DESIGN GROUP, INC.EIN 45-1985607Plan #001PY 2020

2929 WADSWORTH AVENUE - ORLANDO, FL 32806407-730-5774lrdg-inc.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$106K

+120.6% from 2019

Total participants

+20.0% from 2019

Average account balance

$26,462

+120.6% from 2019

Annual return

41.35%

-21.48 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$472K

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2635

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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$593

$99 / participant

Other / not subdivided$593100.0%

% of EOY assets

0.560%

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

$26,462

$165,399-84.0%

$149,745-82.3%

$158,982-83.4%

Participation rate

66.7%

84.6%-17.9pp

82.5%-15.8pp

82.0%-15.3pp

Annual return

41.35%

348.34%-307.0pp

276.72%-235.4pp

302.99%-261.6pp

Employer contribution / active EE

$2,683

$5,105-47.4%

$4,646-42.3%

$4,763-43.7%

Participant deferral / active EE

$3,655

$7,183-49.1%

$6,843-46.6%

$5,983-38.9%

Admin fee / account holder

$148

$10,811-98.6%

$9,312-98.4%

$11,252-98.7%

LAND RESOURCE DESIGN GROUP, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAND RESOURCE DESIGN GROUP, INC. 401K 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