Retirement plan

THE CONNELL COMPANY RETIREMENT PLAN

Name: THE CONNELL COMPANY - THE CONNELL COMPANY RETIREMENT PLAN (2019) Form 5500
Creator: THE CONNELL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CONNELL COMPANY RETIREMENT PLAN, THE CONNELL COMPANY

THE CONNELL COMPANYEIN 22-1629235Plan #001PY 2019

200 CONNELL DRIVE - BERKELEY HEIGHTS, NJ 07922908-673-3778connellco.comLinkedIn51-200 employeesreal estate

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$82.1M

-11.7% from 2018

Total participants

158

-0.6% from 2018

Average account balance

$519,534

-11.2% from 2018

Annual return

5.14%

-4.11 pp from 2018

Benchmarks

See 85 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Cohort85 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$129.77M

Not enough data

1 years with asset history on file

Average account balance

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

$509K

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.

255

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

$3.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+11.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36

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

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 131639826
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$519,534

$282,493+83.9%

$182,531+184.6%

Participation rate

100.0%

61.6%+38.4pp

78.0%+22.0pp

Annual return

5.14%

11.66%-6.5pp

148.57%-143.4pp

Employer contribution / active EE

$27,643

$3,086+795.7%

$4,075+578.3%

Participant deferral / active EE

$2,811-100.0%

$5,525-100.0%

Admin fee / account holder

$13,338-100.0%

$8,593-100.0%

THE CONNELL COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE CONNELL COMPANY RETIREMENT 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