Retirement plan

REVPAR INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST

Name: REVPAR INTERNATIONAL - REVPAR INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: REVPAR INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REVPAR INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST, REVPAR INTERNATIONAL

REVPAR INTERNATIONALEIN 52-1795367Plan #002PY 2022

1020 N FAIRFAX ST, STE 320 - ALEXANDRIA, VA 22314703-838-9707

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-16.0% from 2021

Total participants

-22.2% from 2021

Average account balance

$206,779

+12.0% from 2021

Annual return

-15.03%

-30.61 pp from 2021

Benchmarks

See 17,033 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,033 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.55M

Not enough data

1 years with asset history on file

Average account balance

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

$319K

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

$184K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+16.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5740

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

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

$44K

$7271 / participant

Other / not subdivided$44K100.0%

% of EOY assets

3.516%

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

$206,779

$93,023+122.3%

$77,027+168.5%

$134,493+53.7%

Participation rate

83.3%

74.5%+8.8pp

67.9%+15.4pp

81.2%+2.1pp

Annual return

-15.03%

62.61%-77.6pp

42.32%-57.4pp

418.01%-433.0pp

Employer contribution / active EE

$1,400

$3,418-59.0%

$2,813-50.2%

$4,740-70.5%

Participant deferral / active EE

$3,007

$5,238-42.6%

$4,427-32.1%

$6,400-53.0%

Admin fee / account holder

$7,271

$6,944+4.7%

$5,425+34.0%

$11,425-36.4%

REVPAR INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REVPAR INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST

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