Retirement plan

URBAN RENAISSANCE 401(K) PLAN AND TRUST

Name: URBAN RENAISSANCE GROUP, LLC - URBAN RENAISSANCE 401(K) PLAN AND TRUST (2019) Form 5500
Creator: URBAN RENAISSANCE GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URBAN RENAISSANCE 401(K) PLAN AND TRUST, URBAN RENAISSANCE GROUP, LLC

URBAN RENAISSANCE GROUP, LLCEIN 20-5347374Plan #001PY 2019

1425 FOURTH AVENUE SUITE 500 - SEATTLE, WA 98101206-454-3131urbanrengroup.comLinkedIn51-200 employeescommercial real estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.2M

+29.5% from 2018

Total participants

234

+10.4% from 2018

Average account balance

$58,830

+20.9% from 2018

Annual return

21.62%

+24.01 pp from 2018

Benchmarks

See 991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort991 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.27M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

262

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.

90.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$106

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY3 years Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346	Recordkeeping	$1,169
HOHIMER WEALTH MANAGEMENT LLC1 year Filed as: HOHIMER WEALTH MGMT LLC Service code 26 · EIN 83-2676110	Advisory (Participants)	$0
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2F2G2J2K3D

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$33K

$204 / participant

Investment mgmt$23K68.8%
Contract admin$1K3.5%
Other / not subdivided$9K27.7%

% of EOY assets

0.253%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,830

$56,918+3.4%

$182,558-67.8%

$65,186-9.8%

Participation rate

93.9%

66.5%+27.4pp

78.0%+15.9pp

70.2%+23.7pp

Annual return

21.62%

27.67%-6.1pp

148.59%-127.0pp

29.39%-7.8pp

Employer contribution / active EE

$4,204

$1,615+160.4%

$4,076+3.1%

$2,177+93.1%

Participant deferral / active EE

$7,209

$3,526+104.5%

$5,526+30.5%

$3,514+105.2%

Admin fee / account holder

$149

$531-72.0%

$8,594-98.3%

$847-82.4%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY3 years

Filed as: JOHN HANCOCK LIFE INS CO USA

Service code 15 · EIN 01-0233346

Recordkeeping

$1,169

HOHIMER WEALTH MANAGEMENT LLC1 year

Filed as: HOHIMER WEALTH MGMT LLC

Service code 26 · EIN 83-2676110

Advisory (Participants)

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO ADVISORS LLC

Service code 26 · EIN 34-1542819

Advisory (Participants)

URBAN RENAISSANCE 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URBAN RENAISSANCE 401(K) PLAN AND TRUST

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