Retirement plan

ACTA REALTY CORP 401K PLAN

Name: ACTA REALTY CORP - ACTA REALTY CORP 401K PLAN (2017) Form 5500
Creator: ACTA REALTY CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTA REALTY CORP 401K PLAN, ACTA REALTY CORP

ACTA REALTY CORPEIN 13-3212414Plan #001PY 2017

ONE STATE STREET PLAZA 29TH FLR - NEW YORK, NY 10004212-412-9102LinkedIn11-50 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.3M

+20.9% from 2016

Total participants

-6.1% from 2016

Average account balance

$271,015

+16.4% from 2016

Annual return

16.98%

+3.22 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.20M

Not enough data

1 years with asset history on file

Average account balance

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

$628K

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.

87.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$633K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+17.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7460

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 codes2E2F2G2J2T3D

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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$193K

$6229 / participant

Other / not subdivided$193K100.0%

% of EOY assets

2.639%

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

$271,015

$62,672+332.4%

$185,117+46.4%

$70,126+286.5%

Participation rate

87.1%

63.8%+23.3pp

77.3%+9.8pp

69.5%+17.6pp

Annual return

16.98%

40.79%-23.8pp

40.50%-23.5pp

73.15%-56.2pp

Employer contribution / active EE

$1,753-100.0%

$4,182-100.0%

$2,343-100.0%

Participant deferral / active EE

$13,815

$3,272+322.3%

$5,045+173.8%

$3,332+314.6%

Admin fee / account holder

$7,152

$3,932+81.9%

$8,159-12.3%

$4,645+54.0%

ACTA REALTY CORP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTA REALTY CORP 401K 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