Plan Ledger DOL Form 5500 · updated monthly

New RUE21, LLC401(k)

RUE21 401(K) PROFIT SHARING PLAN · WARRENDALE, PA · plan year 2023

Reported admin expense ratio · 2023
0.75%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

New RUE21, LLC reported $121,834 in plan administrative expenses for 2023: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $229 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 1.07% to 0.75%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 1,677th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,669th of 5,215 in retail trade. In 2023, employees put in $1.82 for every $1.00 the employer contributed; active participation has shrunk from 4,958 to 4,169 since 2022.

Plan summary
Net assets, end of year$17,452,488
Participants with balances541
Active participants4,169
Employer contributions$955,723
Employee contributions$1,743,375
Employer contribution per active participant$229
Average account balance$32,260
Benefits paid to participants$2,537,542
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $330K emplr
2023$17.5M · 541 accts · $956K emplr
2022$14.9M · 572 accts · $921K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$100,539
Investment management$2,034
Total administrative$121,834
The New RUE21, LLC 401(k) match · 2023
Employer contribution per active participant$229
Median for plans this size$2,440
2023$229 per active participant
2022$186 per active participant

New RUE21, LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
MERCER INVESTMENTS, LLC · Consulting · Insurance services$62,057
CLIFTONLARSONALLEN, LLP$19,261
EMPOWER ADVISORY GROUP, LLC · Investment management$2,034

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$121,834 · 0.75%
2022$173,994 · 1.07%
Same employer
Similar plansRetail Trade · Pennsylvania
Goods Store, Inc. PA$17.7M · 0.01%
Levin Furniture, LLC PA$17.7M · 0.47%
Motor Truck Equipment Co. PA$17.5M · 0.53%
Rohrich Automotive Group PA$17.3M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822784521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.