Retirement plan

AUSTIN INTERNATIONAL REALTY 401(K) PLAN

Name: AUSTIN INTERNATIONAL REALTY, LLC - AUSTIN INTERNATIONAL REALTY 401(K) PLAN (2016) Form 5500
Creator: AUSTIN INTERNATIONAL REALTY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUSTIN INTERNATIONAL REALTY 401(K) PLAN, AUSTIN INTERNATIONAL REALTY, LLC

AUSTIN INTERNATIONAL REALTY, LLCEIN 11-3115467Plan #001PY 2016

95 FOREST AVENUE - LOCUST VALLEY, NY 11560516-656-3100LinkedIn11-50 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$418K

+28.9% from 2015

Total participants

+12.5% from 2015

Average account balance

$46,420

+28.9% from 2015

Annual return

5.90%

+6.29 pp from 2015

Benchmarks

See 3,383 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,383 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$668K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

57.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52292

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Expense breakdown

Schedule H Part II

Admin total

$573

$22 / participant

Other / not subdivided$573100.0%

% of EOY assets

0.137%

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

$46,420

$56,054-17.2%

$171,082-72.9%

$62,881-26.2%

Participation rate

30.8%

62.9%-32.1pp

76.7%-45.9pp

69.3%-38.5pp

Annual return

5.90%

22.52%-16.6pp

32.56%-26.7pp

20.14%-14.2pp

Employer contribution / active EE

$678

$1,731-60.8%

$4,002-83.1%

$2,281-70.3%

Participant deferral / active EE

$2,205

$3,158-30.2%

$4,797-54.0%

$3,203-31.2%

Admin fee / account holder

$64

$3,647-98.3%

$8,520-99.3%

$4,296-98.5%

AUSTIN INTERNATIONAL REALTY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUSTIN INTERNATIONAL REALTY 401(K) PLAN

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