Retirement plan

COONEY BOVASSO REALTY ADVISORS INC. 401(K) PROFIT SHARING PLAN

Name: COONEY BOVASSO REALTY ADVISORS, INC - COONEY BOVASSO REALTY ADVISORS INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: COONEY BOVASSO REALTY ADVISORS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COONEY BOVASSO REALTY ADVISORS INC. 401(K) PROFIT SHARING PLAN, COONEY BOVASSO REALTY ADVISORS, INC

COONEY BOVASSO REALTY ADVISORS, INCEIN 22-3206145Plan #001PY 2016

71 UNION AVENUE, SUITE 205 - RUTHERFORD, NJ 07070201-935-7600LinkedIn1-10 employeesreal estate

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$568K

+7.9% from 2015

Total participants

-20.0% from 2015

Average account balance

$141,921

-19.1% from 2015

Annual return

0.67%

+4.10 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.51M

Not enough data

1 years with asset history on file

Average account balance

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

$378K

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

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+26.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2764

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 codes2E2F2G2J3D

Plan features

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$1360 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.958%

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

$141,921

$215,361-34.1%

$171,082-17.0%

$273,972-48.2%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

0.67%

25.14%-24.5pp

32.56%-31.9pp

41.46%-40.8pp

Employer contribution / active EE

$3,027

$4,967-39.1%

$4,002-24.4%

$4,869-37.8%

Participant deferral / active EE

$7,863

$5,543+41.8%

$4,797+63.9%

$5,287+48.7%

Admin fee / account holder

$1,360

$10,846-87.5%

$8,520-84.0%

$10,133-86.6%

COONEY BOVASSO REALTY ADVISORS INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COONEY BOVASSO REALTY ADVISORS INC. 401(K) 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