Retirement plan

RJD MANAGEMENT CO., INC. PROFIT SHARING PLAN

Name: RJD MANAGEMENT CO., INC. - RJD MANAGEMENT CO., INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: RJD MANAGEMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RJD MANAGEMENT CO., INC. PROFIT SHARING PLAN, RJD MANAGEMENT CO., INC.

RJD MANAGEMENT CO., INC.EIN 75-1574924Plan #001PY 2019

P.O. DRAWER 2130 - LUBBOCK, TX 79408806-762-4186LinkedIn1-10 employeesconsumer services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+25.1% from 2018

Total participants

0.0% from 2018

Average account balance

$125,328

+25.1% from 2018

Annual return

20.71%

+25.29 pp from 2018

Benchmarks

See 1,730 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,730 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.00M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4202

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 codes2E2F2G3D

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).
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$125,328

$171,272-26.8%

$127,803-1.9%

$152,885-18.0%

Participation rate

100.0%

83.5%+16.5pp

79.0%+21.0pp

82.5%+17.5pp

Annual return

20.71%

23.54%-2.8pp

26.14%-5.4pp

345.39%-324.7pp

Employer contribution / active EE

$4,422

$5,451-18.9%

$4,576-3.4%

$4,763-7.2%

Participant deferral / active EE

$7,043-100.0%

$6,023-100.0%

$5,851-100.0%

Admin fee / account holder

$14,540-100.0%

$9,399-100.0%

$11,598-100.0%

RJD MANAGEMENT CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RJD MANAGEMENT CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion