Retirement plan

PFEIFER REALTY GROUP, LLC 401(K) PLAN

Name: PFEIFER REALTY GROUP, LLC - PFEIFER REALTY GROUP, LLC 401(K) PLAN (2020) Form 5500
Creator: PFEIFER REALTY GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PFEIFER REALTY GROUP, LLC 401(K) PLAN, PFEIFER REALTY GROUP, LLC

PFEIFER REALTY GROUP, LLCEIN 26-1511775Plan #001PY 2020

1630-I PERIWINKLE WAY - SANIBEL, FL 33957239-472-0004mysanibelrealestate.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+31.0% from 2019

Total participants

0.0% from 2019

Average account balance

$258,476

+31.0% from 2019

Annual return

20.70%

-15.39 pp from 2019

Benchmarks

See 16,003 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,003 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.70M

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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

$184K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$258,476

$228,352+13.2%

$185,835+39.1%

$158,966+62.6%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

20.70%

40.81%-20.1pp

35.96%-15.3pp

302.95%-282.2pp

Employer contribution / active EE

$12,488

$4,967+151.4%

$4,087+205.5%

$4,762+162.2%

Participant deferral / active EE

$11,969

$6,416+86.5%

$5,633+112.5%

$5,983+100.0%

Admin fee / account holder

$11,867-100.0%

$9,502-100.0%

$11,250-100.0%

PFEIFER REALTY GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PFEIFER REALTY GROUP, LLC 401(K) 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