Retirement plan

RBH GLOBAL WEALTH PARTNERS 401(K) PLAN

Name: RBH GLOBAL WEALTH PARTNERS - RBH GLOBAL WEALTH PARTNERS 401(K) PLAN (2022) Form 5500
Creator: RBH GLOBAL WEALTH PARTNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RBH GLOBAL WEALTH PARTNERS 401(K) PLAN, RBH GLOBAL WEALTH PARTNERS

RBH GLOBAL WEALTH PARTNERSEIN 54-1900801Plan #001PY 2022

1902 CAMPUS COMMONS ROAD - RESTON, VA 20191703-663-2111LinkedIn1-10 employeesinvestment banking

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$647K

-7.0% from 2021

Total participants

+16.7% from 2021

Average account balance

$92,419

-20.2% from 2021

Annual return

-22.19%

-26.96 pp from 2021

Benchmarks

See 35,220 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort35,220 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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)

$11733

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 codes2J3D

Plan features

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$204 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.189%

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

$92,419

$167,504-44.8%

$151,628-39.0%

$134,509-31.3%

Participation rate

100.0%

88.4%+11.6pp

87.5%+12.5pp

81.2%+18.8pp

Annual return

-22.19%

7.81%-30.0pp

3.34%-25.5pp

418.13%-440.3pp

Employer contribution / active EE

$6,103

$6,828-10.6%

$6,165-1.0%

$4,741+28.7%

Participant deferral / active EE

$11,544

$8,985+28.5%

$8,363+38.0%

$6,400+80.4%

Admin fee / account holder

$175

$13,779-98.7%

$11,613-98.5%

$11,427-98.5%

RBH GLOBAL WEALTH PARTNERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RBH GLOBAL WEALTH PARTNERS 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