Retirement plan

FRUIT OF THE LOOM 1165E SAVING PLAN

Name: RUSSELL DEL CARIBE, INC. - FRUIT OF THE LOOM 1165E SAVING PLAN (2023) Form 5500
Creator: RUSSELL DEL CARIBE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRUIT OF THE LOOM 1165E SAVING PLAN, RUSSELL DEL CARIBE, INC.

RUSSELL DEL CARIBE, INC.EIN 66-0608408Plan #001PY 2023

PO BOX 55 - BAYAMON, PR 00960270-781-6400

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$463K

+31.0% from 2022

Total participants

-9.5% from 2022

Average account balance

$28,937

+63.7% from 2022

Annual return

11.09%

+24.00 pp from 2022

Benchmarks

See 4,367 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,367 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$757K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

633.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$421

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 codes2E2G3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$663 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.293%

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

$28,937

$95,601-69.7%

$77,183-62.5%

$139,456-79.3%

Participation rate

81.3%

74.0%+7.3pp

69.6%+11.7pp

80.3%+0.9pp

Annual return

11.09%

54.96%-43.9pp

37.89%-26.8pp

373.45%-362.4pp

Employer contribution / active EE

$1,550

$3,145-50.7%

$2,534-38.8%

$4,753-67.4%

Participant deferral / active EE

$3,499

$4,623-24.3%

$3,833-8.7%

$6,711-47.9%

Admin fee / account holder

$663

$8,302-92.0%

$5,475-87.9%

$11,407-94.2%

FRUIT OF THE LOOM 1165E SAVING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRUIT OF THE LOOM 1165E SAVING 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