Retirement plan

ENZ REALTY EXP 401(K) PLAN

Name: ENZ REALTY - ENZ REALTY EXP 401(K) PLAN (2019) Form 5500
Creator: ENZ REALTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENZ REALTY EXP 401(K) PLAN, ENZ REALTY

ENZ REALTYEIN 20-4952215Plan #001PY 2019

1467 SUNRISE ROAD - OREGON, WI 54313608-279-8755

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$292K

No prior year

Total participants

No prior year

Average account balance

$146,087

No prior year

Annual return

15.95%

No prior year

Benchmarks

See 15,858 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,858 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$690K

Not enough data

1 years with asset history on file

Average account balance

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

$690K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+9.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5958

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$2K

$1184 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.810%

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

$146,087

$226,090-35.4%

$182,531-20.0%

$152,885-4.4%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

15.95%

192.57%-176.6pp

148.57%-132.6pp

345.39%-329.4pp

Employer contribution / active EE

$10,658

$4,978+114.1%

$4,075+161.5%

$4,763+123.8%

Participant deferral / active EE

$10,070

$6,369+58.1%

$5,525+82.3%

$5,851+72.1%

Admin fee / account holder

$1,184

$10,705-88.9%

$8,593-86.2%

$11,598-89.8%

ENZ REALTY EXP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENZ REALTY EXP 401(K) 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