Retirement plan

COLEBROOK REALTY SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: COLEBROOK REALTY SERVICES, INC. - COLEBROOK REALTY SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: COLEBROOK REALTY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLEBROOK REALTY SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, COLEBROOK REALTY SERVICES, INC.

COLEBROOK REALTY SERVICES, INC.EIN 04-2913799Plan #001PY 2018

1441 MAIN STREET - SPRINGFIELD, MA 01103413-781-0066colebrookrealty.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

-25.4% from 2017

Total participants

0.0% from 2017

Average account balance

$92,409

-23.1% from 2017

Annual return

-1.77%

-23.84 pp from 2017

Benchmarks

See 3,521 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.75M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1493

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$30449 / participant

Other / not subdivided$1M100.0%

% of EOY assets

36.039%

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

$92,409

$56,484+63.6%

$169,452-45.5%

$64,173+44.0%

Participation rate

82.9%

64.5%+18.3pp

77.8%+5.1pp

69.6%+13.3pp

Annual return

-1.77%

-1.55%-0.2pp

1.83%-3.6pp

7.63%-9.4pp

Employer contribution / active EE

$532

$1,832-71.0%

$4,157-87.2%

$2,381-77.7%

Participant deferral / active EE

$3,128

$3,448-9.3%

$5,277-40.7%

$3,470-9.9%

Admin fee / account holder

$33,303

$4,174+697.8%

$9,110+265.6%

$4,887+581.4%

COLEBROOK REALTY SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLEBROOK REALTY SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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