Retirement plan

RETIRED PUBLIC EMPLOYEES OF NEVADA EMPLOYEE PENSION PLAN

Name: RETIRED PUBLIC EMPLOYEES OF NEVADA - RETIRED PUBLIC EMPLOYEES OF NEVADA EMPLOYEE PENSION PLAN (2017) Form 5500
Creator: RETIRED PUBLIC EMPLOYEES OF NEVADA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIRED PUBLIC EMPLOYEES OF NEVADA EMPLOYEE PENSION PLAN, RETIRED PUBLIC EMPLOYEES OF NEVADA

RETIRED PUBLIC EMPLOYEES OF NEVADAEIN 88-0143753Plan #001PY 2017

P.O. BOX 2211 - CARSON CITY, NV 89702775-882-7832rpen.orgLinkedIn1-10 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$193K

+28.3% from 2016

Total participants

0.0% from 2016

Average account balance

$96,319

+28.3% from 2016

Annual return

7.66%

+11.94 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$768K

Not enough data

1 years with asset history on file

Average account balance

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

$256K

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

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+9.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1606

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

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

$960

$480 / participant

Other / not subdivided$960100.0%

% of EOY assets

0.498%

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

$96,319

$99,011-2.7%

$86,582+11.2%

$147,586-34.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

7.66%

1312.75%-1305.1pp

965.08%-957.4pp

578.59%-570.9pp

Employer contribution / active EE

$15,470

$3,132+393.9%

$2,839+444.8%

$4,876+217.2%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$480

$5,709-91.6%

$4,904-90.2%

$10,886-95.6%

RETIRED PUBLIC EMPLOYEES OF NEVADA EMPLOYEE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIRED PUBLIC EMPLOYEES OF NEVADA EMPLOYEE PENSION 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