Retirement plan

LT PROPERTY MANAGEMENT 401K PLAN & TRUST

Name: LT PROPERTY MANAGEMENT LLC - LT PROPERTY MANAGEMENT 401K PLAN & TRUST (2016) Form 5500
Creator: LT PROPERTY MANAGEMENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LT PROPERTY MANAGEMENT 401K PLAN & TRUST, LT PROPERTY MANAGEMENT LLC

LT PROPERTY MANAGEMENT LLCEIN 26-1447641Plan #001PY 2016

444 N NORTHWEST HWY SUITE 240 - PARK RIDGE, IL 60068847-696-9095LinkedIn11-50 employeesreal estate

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$183K

+35.6% from 2015

Total participants

-25.0% from 2015

Average account balance

$16,596

+84.9% from 2015

Annual return

3.28%

+6.04 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

$211K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28591

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$274 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.351%

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

$16,596

$215,361-92.3%

$171,082-90.3%

$273,972-93.9%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

3.28%

25.14%-21.9pp

32.56%-29.3pp

41.46%-38.2pp

Employer contribution / active EE

$780

$4,967-84.3%

$4,002-80.5%

$4,869-84.0%

Participant deferral / active EE

$4,321

$5,543-22.0%

$4,797-9.9%

$5,287-18.3%

Admin fee / account holder

$224

$10,846-97.9%

$8,520-97.4%

$10,133-97.8%

LT PROPERTY MANAGEMENT 401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LT PROPERTY MANAGEMENT 401K 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