Retirement plan

EMPLOYEE BENEFIT PLAN OF LEWIS MURPHY REALTY, INC.

Name: LEWIS MURPHY REALTY, INC. - EMPLOYEE BENEFIT PLAN OF LEWIS MURPHY REALTY, INC. (2019) Form 5500
Creator: LEWIS MURPHY REALTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF LEWIS MURPHY REALTY, INC., LEWIS MURPHY REALTY, INC.

LEWIS MURPHY REALTY, INC.EIN 11-1539845Plan #003PY 2019

47 HILLSIDE AVE - MANHASSET, NY 110302229718-446-0100lewismurphyrealty.comLinkedIn1-10 employeesreal estate

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+12.3% from 2018

Total participants

0.0% from 2018

Average account balance

$209,971

+12.3% from 2018

Annual return

5.27%

-2.59 pp from 2018

Benchmarks

See 15,858 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,858 peers

Snapshot2019

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)

$550K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26013

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 codes2F2G2T3D

Plan features

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$27K

$3788 / participant

Other / not subdivided$27K100.0%

% of EOY assets

1.804%

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

$209,971

$226,090-7.1%

$182,531+15.0%

$152,885+37.3%

Participation rate

85.7%

82.5%+3.3pp

78.0%+7.7pp

82.5%+3.3pp

Annual return

5.27%

192.57%-187.3pp

148.57%-143.3pp

345.39%-340.1pp

Employer contribution / active EE

$5,271

$4,978+5.9%

$4,075+29.3%

$4,763+10.7%

Participant deferral / active EE

$11,611

$6,369+82.3%

$5,525+110.2%

$5,851+98.5%

Admin fee / account holder

$3,788

$10,705-64.6%

$8,593-55.9%

$11,598-67.3%

EMPLOYEE BENEFIT PLAN OF LEWIS MURPHY REALTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF LEWIS MURPHY REALTY, INC.

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