Retirement plan

BALLYMONEY 401(K) PLAN

Name: BALLYMONEY REAL ESTATE SERVICES, INC. - BALLYMONEY 401(K) PLAN (2017) Form 5500
Creator: BALLYMONEY REAL ESTATE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BALLYMONEY 401(K) PLAN, BALLYMONEY REAL ESTATE SERVICES, INC.

BALLYMONEY REAL ESTATE SERVICES, INC.EIN 20-8357423Plan #001PY 2017

600 GRANT STREET, 44TH FLOOR - PITTSBURGH, PA 15219412-566-1993LinkedIn1-10 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$60K

+157.4% from 2016

Total participants

0.0% from 2016

Average account balance

$60,343

+157.4% from 2016

Annual return

31.06%

+31.06 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+4.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47020

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 codes2C2E2F2G2J2L

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$60,343

$232,540-74.1%

$185,117-67.4%

$147,586-59.1%

Participation rate

50.0%

82.4%-32.4pp

77.3%-27.3pp

82.8%-32.8pp

Annual return

31.06%

43.03%-12.0pp

40.50%-9.4pp

578.59%-547.5pp

Employer contribution / active EE

$2,807

$5,195-46.0%

$4,182-32.9%

$4,876-42.4%

Participant deferral / active EE

$12,000

$5,834+105.7%

$5,045+137.9%

$5,439+120.6%

Admin fee / account holder

$10,275-100.0%

$8,159-100.0%

$10,886-100.0%

BALLYMONEY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BALLYMONEY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion