Retirement plan

PHILIP G. RUST BUSINESS EMPLOYERS PENSION PLAN

Name: PHILIP G. RUST PENSION COMMITTEE - PHILIP G. RUST BUSINESS EMPLOYERS PENSION PLAN (2023) Form 5500
Creator: PHILIP G. RUST PENSION COMMITTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHILIP G. RUST BUSINESS EMPLOYERS PENSION PLAN, PHILIP G. RUST PENSION COMMITTEE

PHILIP G. RUST PENSION COMMITTEEEIN 51-0186200Plan #002PY 2023

SUITE 101 WELDIN BUILDING, 3411 SILVERSIDE ROAD - WILMINGTON, DE 19810302-478-8900

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$724K

+21.6% from 2022

Total participants

0.0% from 2022

Average account balance

$241,185

+21.6% from 2022

Annual return

13.93%

+28.36 pp from 2022

Benchmarks

See 139,849 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,849 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$848K

Not enough data

1 years with asset history on file

Average account balance

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

$283K

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

$47K

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

+10.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1462

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 codes2C

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.

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

$1194 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.495%

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

$241,185

$148,582+62.3%

$135,942+77.4%

$139,456+72.9%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

13.93%

79.26%-65.3pp

68.28%-54.3pp

373.45%-359.5pp

Employer contribution / active EE

$15,206

$5,245+189.9%

$4,858+213.0%

$4,753+220.0%

Participant deferral / active EE

$8,101-100.0%

$7,759-100.0%

$6,711-100.0%

Admin fee / account holder

$1,194

$12,402-90.4%

$10,764-88.9%

$11,407-89.5%

PHILIP G. RUST BUSINESS EMPLOYERS PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHILIP G. RUST BUSINESS EMPLOYERS PENSION 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