Retirement plan

REPRODUCTIVE GENETIC INNOVATIONS, LLC 401K PROFIT SHA

Name: REPRODUCTIVE GENETIC INNOVATIONS - REPRODUCTIVE GENETIC INNOVATIONS, LLC 401K PROFIT SHA (2019) Form 5500
Creator: REPRODUCTIVE GENETIC INNOVATIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REPRODUCTIVE GENETIC INNOVATIONS, LLC 401K PROFIT SHA, REPRODUCTIVE GENETIC INNOVATIONS

REPRODUCTIVE GENETIC INNOVATIONSEIN 46-3245864Plan #001PY 2019

2910 MACARTHUR BLVD - NORTHBROOK, IL 60062847-400-1494rgiscience.comLinkedIn11-50 employeesbiotechnology

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$415K

+76.5% from 2018

Total participants

-6.9% from 2018

Average account balance

$46,059

+56.9% from 2018

Annual return

26.52%

+36.41 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

40.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72

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

$130

$5 / participant

Other / not subdivided$130100.0%

% of EOY assets

0.031%

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

$46,059

$85,171-45.9%

$172,752-73.3%

$72,975-36.9%

Participation rate

33.3%

70.1%-36.7pp

82.6%-49.3pp

69.5%-36.2pp

Annual return

26.52%

27.32%-0.8pp

802.97%-776.4pp

81.01%-54.5pp

Employer contribution / active EE

$3,324-100.0%

$5,144-100.0%

$2,440-100.0%

Participant deferral / active EE

$4,349

$3,260+33.4%

$5,198-16.3%

$3,608+20.6%

Admin fee / account holder

$14

$5,880-99.8%

$13,955-99.9%

$5,124-99.7%

REPRODUCTIVE GENETIC INNOVATIONS, LLC 401K PROFIT SHA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REPRODUCTIVE GENETIC INNOVATIONS, LLC 401K PROFIT SHA

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