Retirement plan

PREMIER REALTY SERVICES CO 401K PROFIT SHARING PLAN

Name: PREMIER REALTY SERVICES CO - PREMIER REALTY SERVICES CO 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: PREMIER REALTY SERVICES CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER REALTY SERVICES CO 401K PROFIT SHARING PLAN, PREMIER REALTY SERVICES CO

PREMIER REALTY SERVICES COEIN 20-4736710Plan #001PY 2018

5851 RIDGEWAY CENTER PKWY - MEMPHIS, TN 381204003901-761-3480

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

-3.8% from 2017

Total participants

0.0% from 2017

Average account balance

No prior year

Annual return

-10.54%

-19.95 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.25M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$22K

$7170 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.592%

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

$211,946-100.0%

$169,452-100.0%

$135,380-100.0%

Participation rate

0.0%

82.6%-82.6pp

77.8%-77.8pp

82.6%-82.6pp

Annual return

-10.54%

3.26%-13.8pp

1.83%-12.4pp

519.81%-530.3pp

Employer contribution / active EE

$12,500

$5,117+144.3%

$4,157+200.7%

$4,779+161.6%

Participant deferral / active EE

$24,500

$6,075+303.3%

$5,277+364.3%

$5,609+336.8%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,828-100.0%

PREMIER REALTY SERVICES CO 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER REALTY SERVICES CO 401K 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