Retirement plan

SAVILLS INC., SECTION 401(K) PROFIT SHARING PLAN

Name: SAVILLS, INC - SAVILLS INC., SECTION 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SAVILLS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVILLS INC., SECTION 401(K) PROFIT SHARING PLAN, SAVILLS, INC

SAVILLS, INCEIN 13-1813318Plan #001PY 2024

399 PARK AVENUE, 11TH FLOOR - NEW YORK, NY 10022212-326-1068jacksonbrownellc.comLinkedIn1001-5000 employeescommercial real estate

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$80.5M

+29.9% from 2023

Total participants

841

-4.4% from 2023

Average account balance

$98,572

+14.8% from 2023

Annual return

27.55%

+7.14 pp from 2023

Benchmarks

See 665 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort665 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$80.53M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

817

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.

95.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+27.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC2 years Service code 26 PO BOX 60071 · RALEIGH, NC 27675	Advisory (Participants)	$53,250
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231	Recordkeeping	$6,005

Plan features & details

Pension benefit codes2E2F2H2J2K2R3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$59K

$102 / participant

Recordkeeping$6K10.1%
Investment mgmt$53K89.9%

% of EOY assets

0.074%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RUSSELL A. GLICK, CPA LLC
Auditor EIN: 133637255
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,572

$62,686+57.2%

$178,540-44.8%

$77,736+26.8%

Participation rate

95.9%

66.9%+29.0pp

77.1%+18.8pp

70.6%+25.3pp

Annual return

27.55%

16.16%+11.4pp

27.15%+0.4pp

31.26%-3.7pp

Employer contribution / active EE

$233

$1,914-87.8%

$3,953-94.1%

$2,728-91.5%

Participant deferral / active EE

$17,954

$4,224+325.1%

$6,281+185.9%

$4,651+286.1%

Admin fee / account holder

$73

$386-81.2%

$10,424-99.3%

$433-83.3%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC2 years

Service code 26

PO BOX 60071 · RALEIGH, NC 27675

Advisory (Participants)

$53,250

T ROWE PRICE RPS INC10+ years

Service code 15

1307 POINT STREET · BALTIMORE, MD 21231

Recordkeeping

$6,005

SAVILLS INC., SECTION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVILLS INC., SECTION 401(K) PROFIT SHARING 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