Retirement plan

TAYLOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Name: TAYLOR MANAGEMENT COMPANY - TAYLOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: TAYLOR MANAGEMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST, TAYLOR MANAGEMENT COMPANY

TAYLOR MANAGEMENT COMPANYEIN 22-3453177Plan #001PY 2017

80 SOUTH JEFFERSON ROAD 2ND FLOOR - WHIPPANY, NJ 07981973-267-9000taylormgt.comLinkedIn51-200 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.2M

+41.5% from 2015

Total participants

188

+22.9% from 2015

Average account balance

$27,012

+34.3% from 2015

Annual return

15.40%

+15.82 pp from 2015

Benchmarks

See 939 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort939 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.60M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

158

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.

48.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$878K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$374

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
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115	Other Commissions	$21,549
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,836
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674	Other Fees	$289

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$11 / participant

Contract admin$2K100.0%

% of EOY assets

0.058%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HULSE & ASSOCIATES P.C.
Auditor EIN: 223194968
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,012

$52,639-48.7%

$185,117-85.4%

$62,293-56.6%

Participation rate

55.9%

63.9%-8.0pp

77.3%-21.4pp

69.5%-13.6pp

Annual return

15.40%

19.57%-4.2pp

40.50%-25.1pp

28.90%-13.5pp

Employer contribution / active EE

$478

$1,483-67.8%

$4,182-88.6%

$2,042-76.6%

Participant deferral / active EE

$1,728

$3,097-44.2%

$5,045-65.7%

$3,169-45.5%

Admin fee / account holder

$16

$374-95.8%

$8,159-99.8%

$479-96.7%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP

Service code 55

PO BOX 771115 · CINCINNATI, OH 452771115

Other Commissions

$21,549

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,836

MORNINGSTAR1 year

Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA

Service code 99

5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674

Other Fees

$289

TAYLOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & 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