Retirement plan

RALEIGH ENTERPRISES RETIREMENT SAVINGS PROGRAM

Name: RP HOLDINGS INC - RALEIGH ENTERPRISES RETIREMENT SAVINGS PROGRAM (2015) Form 5500
Creator: RP HOLDINGS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RALEIGH ENTERPRISES RETIREMENT SAVINGS PROGRAM, RP HOLDINGS INC

RP HOLDINGS INCEIN 95-1911073Plan #001PY 2015

5300 MELROSE AVE, 4TH FLOOR - HOLLYWOOD, CA 90038310-899-8900

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$12.4M

No prior year

Total participants

473

No prior year

Average account balance

$89,871

No prior year

Annual return

0.83%

No prior year

Benchmarks

See 503 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort503 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.48M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

222

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$939K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$295

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
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 P.O.BOX 990067 · HARTFORD, CT 061990067	Recordkeeping Fees	$17,780
TRUOG-RYDING COMPANY, INC.1+ years Filed as: TRUOG-RYDING CO. Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361	Contract Administrator	$4,620
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 28 · EIN 51-0492818 P.O. BOX 990067 · HARTFORD, CT 061990067	Investment Management	$183

Plan features & details

Pension benefit codes2E2F2G2K2J2T3D

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,871

$44,229+103.2%

$155,789-42.3%

$55,191+62.8%

Participation rate

25.9%

60.8%-34.9pp

76.1%-50.2pp

69.2%-43.3pp

Annual return

0.83%

0.37%+0.5pp

71.54%-70.7pp

10.78%-10.0pp

Employer contribution / active EE

$500

$1,317-62.1%

$3,839-87.0%

$1,899-73.7%

Participant deferral / active EE

$1,620

$2,851-43.2%

$4,798-66.2%

$3,046-46.8%

Admin fee / account holder

-$36

$86-141.2%

$7,477-100.5%

$91-139.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: GREAT-WEST LIFE & ANNUITY

Service code 64 · EIN 84-0467907

P.O.BOX 990067 · HARTFORD, CT 061990067

Recordkeeping Fees

$17,780

TRUOG-RYDING COMPANY, INC.1+ years

Filed as: TRUOG-RYDING CO.

Service code 13 · EIN 95-3497679

2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361

Contract Administrator

$4,620

SAGE ADVISORY SERVICES1+ years

Filed as: SAGE VIEW ADVISORY GROUP

Service code 28 · EIN 51-0492818

P.O. BOX 990067 · HARTFORD, CT 061990067

Investment Management

$183

RALEIGH ENTERPRISES RETIREMENT SAVINGS PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RALEIGH ENTERPRISES RETIREMENT SAVINGS PROGRAM

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