Retirement plan

R-S-H ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: R-S-H ENGINEERING, INC. - R-S-H ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: R-S-H ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R-S-H ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN, R-S-H ENGINEERING, INC.

R-S-H ENGINEERING, INC.EIN 72-1068804Plan #002PY 2024

909 NORTH 18TH ST, SUITE 200 - MONROE, LA 71201318-361-3000rsh.comLinkedIn51-200 employeesmechanical or industrial engineering

Other plans on this EIN

1 filing

#001Retirement-$9.5M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$11.8M

+12.7% from 2023

Total participants

+1.5% from 2023

Average account balance

$181,742

-98.3% from 2023

Annual return

10.52%

+0.02 pp from 2023

Benchmarks

See 675 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort675 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.20M

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$400K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18777

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 codes2I2O3I3D

Plan features

2I
Stock bonus
Stock bonus plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
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.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

Expense breakdown

Schedule H Part II

Admin total

$412K

$7229 / participant

Other / not subdivided$412K100.0%

% of EOY assets

3.488%

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

$181,742

$89,515+103.0%

$103,486+75.6%

$80,935+124.6%

Participation rate

94.7%

76.0%+18.7pp

80.5%+14.2pp

67.7%+27.1pp

Annual return

10.52%

22.82%-12.3pp

23.93%-13.4pp

35.66%-25.1pp

Employer contribution / active EE

$10,417

$4,015+159.4%

$4,679+122.6%

$2,757+277.9%

Participant deferral / active EE

$5,463-100.0%

$6,628-100.0%

$4,299-100.0%

Admin fee / account holder

$6,340

$6,527-2.9%

$9,354-32.2%

$6,924-8.4%

R-S-H ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R-S-H ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP 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