Retirement plan

ZIMAN DEVELOPMENT 401 K PLAN 239 PARK AVENUE NORTH CALDWELL, NJ 07006

Name: ZIMAN DEVELOPMENT INC. - 401(K) PLAN - ZIMAN DEVELOPMENT 401 K PLAN 239 PARK AVENUE NORTH CALDWELL, NJ 07006 (2016) Form 5500
Creator: ZIMAN DEVELOPMENT INC. - 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIMAN DEVELOPMENT 401 K PLAN 239 PARK AVENUE NORTH CALDWELL, NJ 07006, ZIMAN DEVELOPMENT INC. - 401(K) PLAN

ZIMAN DEVELOPMENT INC. - 401(K) PLANEIN 22-3609787Plan #003PY 2016

239 PARK AVE - NORTH CALDWELL, NJ 070064237973-865-5425zimandevelopment.comLinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$3.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$677K

+21.6% from 2015

Total participants

0.0% from 2015

Average account balance

$225,740

+21.6% from 2015

Annual return

9.74%

+10.84 pp from 2015

Benchmarks

See 111 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Cohort111 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.74M

Not enough data

1 years with asset history on file

Average account balance

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

$1.7M

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

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+17.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4531

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

Other / not subdivided$4K100.0%

% of EOY assets

0.606%

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

$225,740

$433,938-48.0%

$171,082+31.9%

Participation rate

0.0%

60.7%-60.7pp

76.7%-76.7pp

Annual return

9.74%

6.86%+2.9pp

32.56%-22.8pp

Employer contribution / active EE

$1,169-100.0%

$4,002-100.0%

Participant deferral / active EE

$2,929-100.0%

$4,797-100.0%

Admin fee / account holder

$1,367

$26,981-94.9%

$8,520-84.0%

ZIMAN DEVELOPMENT 401 K PLAN 239 PARK AVENUE NORTH CALDWELL, NJ 07006

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZIMAN DEVELOPMENT 401 K PLAN 239 PARK AVENUE NORTH CALDWELL, NJ 07006

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