Retirement plan

SAVILLS STUDLEY, INC 401(K) PROFIT SHARING PLAN

Name: SAVILLS STUDLEY, INC. - SAVILLS STUDLEY, INC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SAVILLS STUDLEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVILLS STUDLEY, INC 401(K) PROFIT SHARING PLAN, SAVILLS STUDLEY, INC.

SAVILLS STUDLEY, INC.EIN 13-1813318Plan #001PY 2017

399 PARK AVENUE, 11TH FLOOR - NEW YORK, NY 10022212-326-1000jacksonbrownellc.comLinkedIn1001-5000 employeescommercial real estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$46.1M

+27.5% from 2015

Total participants

606

+17.9% from 2015

Average account balance

$84,111

+8.0% from 2015

Annual return

20.08%

+18.17 pp from 2015

Benchmarks

See 565 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort565 peers

Snapshot2017

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 1 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$1,580

Plan features & details

Pension benefit codes2E2F2H2J2K3H

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$4 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 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

$84,111

$46,966+79.1%

$185,117-54.6%

$69,631+20.8%

Participation rate

84.7%

65.3%+19.4pp

77.3%+7.4pp

70.7%+14.0pp

Annual return

20.08%

22.36%-2.3pp

40.50%-20.4pp

27571.02%-27550.9pp

Employer contribution / active EE

$773

$1,360-43.2%

$4,182-81.5%

$2,032-61.9%

Participant deferral / active EE

$6,488

$3,017+115.1%

$5,045+28.6%

$3,224+101.3%

Admin fee / account holder

$94-96.9%

$8,159-100.0%

$110-97.4%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$1,580

SAVILLS STUDLEY, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVILLS STUDLEY, INC 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