Retirement plan

JOHN P. MAHER, QREA 401(K) PROFIT SHARING PLAN

Name: JOHN P. MAHER, QREA - JOHN P. MAHER, QREA 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: JOHN P. MAHER, QREA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN P. MAHER, QREA 401(K) PROFIT SHARING PLAN, JOHN P. MAHER, QREA

JOHN P. MAHER, QREAEIN 20-0997154Plan #002PY 2020

CBRE, 200 PARK AVENUE, 22ND FLOOR - NEW YORK, NY 10166212-984-8008

Other plans on this EIN

1 filing

#001Retirement-$924K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$187K

+38.7% from 2019

Total participants

0.0% from 2019

Average account balance

$186,759

+38.7% from 2019

Annual return

6.70%

-7.32 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$444K

Not enough data

1 years with asset history on file

Average account balance

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

$444K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$51K

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

+9.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2609

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$699

$699 / participant

Other / not subdivided$699100.0%

% of EOY assets

0.374%

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

$186,759

$228,395-18.2%

$185,861+0.5%

$158,982+17.5%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

6.70%

40.82%-34.1pp

35.96%-29.3pp

302.99%-296.3pp

Employer contribution / active EE

$17,100

$4,968+244.2%

$4,088+318.3%

$4,763+259.0%

Participant deferral / active EE

$26,000

$6,417+305.2%

$5,634+361.5%

$5,983+334.5%

Admin fee / account holder

$699

$11,869-94.1%

$9,503-92.6%

$11,252-93.8%

JOHN P. MAHER, QREA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN P. MAHER, QREA 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