Retirement plan

EMPLOYEE BENEFIT PLAN OF RUSTY CAMPBELL ENTERPRISES, INC.

Name: RUSTY CAMPBELL ENTERPRISES, INC. - EMPLOYEE BENEFIT PLAN OF RUSTY CAMPBELL ENTERPRISES, INC. (2019) Form 5500
Creator: RUSTY CAMPBELL ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF RUSTY CAMPBELL ENTERPRISES, INC., RUSTY CAMPBELL ENTERPRISES, INC.

RUSTY CAMPBELL ENTERPRISES, INC.EIN 58-2494336Plan #001PY 2019

251 BOBBY JONES EXPY - MARTINEZ, GA 309073404706-868-9904

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$426K

+114.8% from 2018

Total participants

0.0% from 2018

Average account balance

$14,194

+100.5% from 2018

Annual return

28.29%

+91.71 pp from 2018

Benchmarks

See 9,368 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,368 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

48.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1037

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 codes2F2G2T3H

Plan features

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$22K

$802 / participant

Other / not subdivided$22K100.0%

% of EOY assets

5.273%

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

$14,194

$58,512-75.7%

$84,020-83.1%

$72,983-80.6%

Participation rate

100.0%

61.2%+38.8pp

69.0%+31.0pp

69.5%+30.5pp

Annual return

28.29%

28.93%-0.6pp

71.31%-43.0pp

81.01%-52.7pp

Employer contribution / active EE

$1,967

$1,163+69.2%

$1,984-0.8%

$2,440-19.4%

Participant deferral / active EE

$4,955

$2,394+107.0%

$3,239+53.0%

$3,608+37.3%

Admin fee / account holder

$749

$4,569-83.6%

$6,101-87.7%

$5,124-85.4%

EMPLOYEE BENEFIT PLAN OF RUSTY CAMPBELL ENTERPRISES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF RUSTY CAMPBELL ENTERPRISES, INC.

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