Retirement plan

RDC-S111, INC. 401(K) PROFIT SHARING PLAN

Name: RDC-S111, INC. - RDC-S111, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: RDC-S111, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RDC-S111, INC. 401(K) PROFIT SHARING PLAN, RDC-S111, INC.

RDC-S111, INC.EIN 95-3384842Plan #002PY 2022

245 EAST THIRD STREET - LONG BEACH, CA 90802562-628-8020LinkedIn51-200 employeesarchitecture & planning

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$12.5M

-10.6% from 2021

Total participants

242

+26.0% from 2021

Average account balance

$61,365

-23.4% from 2021

Annual return

-15.85%

-29.94 pp from 2021

Benchmarks

See 5,988 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,988 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.41M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

207

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.

79.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$206

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE8+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215	Recordkeeping Fees	$19,401
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 13 · EIN 13-4109249 17605 WRIGHT STREET · OMAHA, NE 68130	Contract Administrator	$14,890
SAGEVIEW ADVISORY GROUP, LLC1 year Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 14 · EIN 33-0818667 400 MACARTHUR BLVD STE 1050 · IRVIEN, CA 92614	Plan Administrator	$10,466
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY Service code 13 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563	Contract Administrator	$7,400

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$52K

$290 / participant

Other / not subdivided$52K100.0%

% of EOY assets

0.419%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WINDES, INC.
Auditor EIN: 953001179
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,365

$84,482-27.4%

$125,363-51.1%

$66,930-8.3%

Participation rate

78.3%

76.4%+1.9pp

82.4%-4.0pp

69.8%+8.5pp

Annual return

-15.85%

-8.49%-7.4pp

572.15%-588.0pp

1.57%-17.4pp

Employer contribution / active EE

$929

$3,553-73.8%

$4,815-80.7%

$2,545-63.5%

Participant deferral / active EE

$5,942

$6,782-12.4%

$7,447-20.2%

$4,238+40.2%

Admin fee / account holder

$257

$685-62.5%

$10,005-97.4%

$593-56.7%

Provider

Service type

Compensation

NATIONWIDE8+ years

Service code 64 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215

Recordkeeping Fees

$19,401

BRINKER CAPITAL2 years

Filed as: BRINKER CAPITAL INVESTMENTS

Service code 13 · EIN 13-4109249

17605 WRIGHT STREET · OMAHA, NE 68130

Contract Administrator

$14,890

SAGEVIEW ADVISORY GROUP, LLC1 year

Filed as: SAGEVIEW ADVISORY GROUP LLC

Service code 14 · EIN 33-0818667

400 MACARTHUR BLVD STE 1050 · IRVIEN, CA 92614

Plan Administrator

$10,466

LATITUDE SERVICE COMPANY INC3 years

Filed as: LATITUDE SERVICE COMPANY

Service code 13

1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563

Contract Administrator

$7,400

RDC-S111, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RDC-S111, INC. 401(K) PROFIT SHARING 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