Retirement plan

RANNALS CONSULTING 401(K) PLAN

Name: RANNALS CONSULTING, INC. - RANNALS CONSULTING 401(K) PLAN (2019) Form 5500
Creator: RANNALS CONSULTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RANNALS CONSULTING 401(K) PLAN, RANNALS CONSULTING, INC.

RANNALS CONSULTING, INC.EIN 47-4418913Plan #001PY 2019

184 EAGLES BLUFF BOULEVARD - BULLARD, TX 75757903-825-0100rannalsconsulting.comLinkedIn1-10 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$100K

+135.8% from 2018

Total participants

-28.6% from 2018

Average account balance

$19,927

-5.7% from 2018

Annual return

27.71%

+27.71 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$379K

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

-16.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1034

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$711 / participant

Other / not subdivided$4K100.0%

% of EOY assets

3.570%

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

$19,927

$104,937-81.0%

$84,628-76.5%

$152,897-87.0%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

27.71%

373.88%-346.2pp

258.80%-231.1pp

345.43%-317.7pp

Employer contribution / active EE

$3,321

$3,303+0.5%

$2,653+25.2%

$4,764-30.3%

Participant deferral / active EE

$6,131

$4,690+30.7%

$3,900+57.2%

$5,851+4.8%

Admin fee / account holder

$711

$6,243-88.6%

$4,914-85.5%

$11,599-93.9%

RANNALS CONSULTING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RANNALS CONSULTING 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