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 (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

+14.6% from 2019

Total participants

-5.1% from 2019

Average account balance

$133,077

+18.3% from 2019

Annual return

14.08%

-15.95 pp from 2019

Benchmarks

See 3,715 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,715 peers

Snapshot2020

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

$125K

$3793 / participant

Other / not subdivided$125K100.0%

% of EOY assets

3.034%

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

$133,077

$72,027+84.8%

$185,861-28.4%

$79,856+66.6%

Participation rate

81.8%

65.8%+16.0pp

78.0%+3.8pp

69.6%+12.2pp

Annual return

14.08%

23.13%-9.0pp

35.96%-21.9pp

31.71%-17.6pp

Employer contribution / active EE

$669

$1,965-65.9%

$4,088-83.6%

$2,471-72.9%

Participant deferral / active EE

$3,739

$3,780-1.1%

$5,634-33.6%

$3,7410%

Admin fee / account holder

$4,038

$4,513-10.5%

$9,503-57.5%

$5,306-23.9%

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