Retirement plan

AUBUCHON REALTY COMPANY, INC. RETIREMENT PLAN

Name: AUBUCHON REALTY COMPANY, INC. - AUBUCHON REALTY COMPANY, INC. RETIREMENT PLAN (2020) Form 5500
Creator: AUBUCHON REALTY COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUBUCHON REALTY COMPANY, INC. RETIREMENT PLAN, AUBUCHON REALTY COMPANY, INC.

AUBUCHON REALTY COMPANY, INC.EIN 04-1050250Plan #001PY 2020

23 WEST MAIN STREET - WESTMINSTER, MA 01473978-874-0521arc1932.comLinkedIn11-50 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.1M

+32.0% from 2019

Total participants

+14.3% from 2019

Average account balance

$229,534

+32.0% from 2019

Annual return

23.36%

-12.23 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

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

+12.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4559

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 codes2E2F2G2J2T3D

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.
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.

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

$229,534

$228,352+0.5%

$185,827+23.5%

$158,950+44.4%

Participation rate

62.5%

82.3%-19.8pp

78.0%-15.5pp

82.0%-19.5pp

Annual return

23.36%

40.81%-17.5pp

35.96%-12.6pp

302.91%-279.5pp

Employer contribution / active EE

$2,449

$4,967-50.7%

$4,087-40.1%

$4,762-48.6%

Participant deferral / active EE

$6,950

$6,416+8.3%

$5,633+23.4%

$5,983+16.2%

Admin fee / account holder

$11,867-100.0%

$9,502-100.0%

$11,248-100.0%

AUBUCHON REALTY COMPANY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AUBUCHON REALTY COMPANY, INC. RETIREMENT 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