Retirement plan

TIME ESCROW, INC. RETIREMENT PLAN

Name: TIME ESCROW, INC. - TIME ESCROW, INC. RETIREMENT PLAN (2015) Form 5500
Creator: TIME ESCROW, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIME ESCROW, INC. RETIREMENT PLAN, TIME ESCROW, INC.

TIME ESCROW, INC.EIN 20-0915331Plan #001PY 2015

3055 WILSHIRE BLVD., SUITE 1150 - LOS ANGELES, CA 90010213-380-8400timeescrow.comLinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$495K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$255K

No prior year

Total participants

No prior year

Average account balance

$42,548

No prior year

Annual return

-1.26%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$460K

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

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

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1684

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 codes2E2F2J2T3D

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).
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$18K

$4542 / participant

Other / not subdivided$18K100.0%

% of EOY assets

7.117%

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

$42,548

$197,819-78.5%

$155,789-72.7%

$125,389-66.1%

Participation rate

100.0%

82.1%+17.9pp

76.1%+23.9pp

83.2%+16.8pp

Annual return

-1.26%

86.73%-88.0pp

71.54%-72.8pp

282.24%-283.5pp

Employer contribution / active EE

$3,086

$4,850-36.4%

$3,839-19.6%

$4,866-36.6%

Participant deferral / active EE

$6,000

$5,631+6.5%

$4,798+25.1%

$5,352+12.1%

Admin fee / account holder

$3,028

$9,544-68.3%

$7,477-59.5%

$9,541-68.3%

TIME ESCROW, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIME ESCROW, INC. RETIREMENT 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