Retirement plan

RMG NETWORKS 401(K) PLAN

Name: RMG ENTERPRISE SOLUTIONS, INC. - RMG NETWORKS 401(K) PLAN (2017) Form 5500
Creator: RMG ENTERPRISE SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RMG NETWORKS 401(K) PLAN, RMG ENTERPRISE SOLUTIONS, INC.

RMG ENTERPRISE SOLUTIONS, INC.EIN 74-2132122Plan #001PY 2017

15301 DALLAS PARKWAY, SUITE 500 - DALLAS, TX 75001972-578-8484roboservercorp.comLinkedIn1-10 employees

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$8.5M

+13.5% from 2016

Total participants

174

+5.5% from 2016

Average account balance

$52,076

+14.1% from 2016

Annual return

18.72%

+10.99 pp from 2016

Benchmarks

See 843 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort843 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.30M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

131

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.

76.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$569K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$410

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Service code 13 · EIN 06-1050034	Contract Administrator	$2,534
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15	Recordkeeping	$0
WOODBURY FINANCIAL SERVICES3+ years Service code 33 · EIN 41-0944586	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2J2E2F2T2S3D

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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$26 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.034%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WHITLEY PENN LLP
Auditor EIN: 752393478
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,076

$59,535-12.5%

$90,162-42.2%

$62,293-16.4%

Participation rate

91.1%

73.0%+18.0pp

76.9%+14.2pp

69.5%+21.6pp

Annual return

18.72%

23.53%-4.8pp

34.88%-16.2pp

28.90%-10.2pp

Employer contribution / active EE

$1,826-100.0%

$3,318-100.0%

$2,042-100.0%

Participant deferral / active EE

$6,241

$4,639+34.5%

$5,287+18.0%

$3,169+96.9%

Admin fee / account holder

$18

$337-94.7%

$5,943-99.7%

$479-96.3%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$2,534

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

Recordkeeping

WOODBURY FINANCIAL SERVICES3+ years

Service code 33 · EIN 41-0944586

Securities brokerage commissions and ...

RMG NETWORKS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RMG NETWORKS 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