Retirement plan

PEREGRINE PROPERTY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Name: PEREGRINE PROPERTY MANAGEMENT - PEREGRINE PROPERTY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: PEREGRINE PROPERTY MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEREGRINE PROPERTY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, PEREGRINE PROPERTY MANAGEMENT

PEREGRINE PROPERTY MANAGEMENTEIN 26-4395579Plan #001PY 2019

20 NEWMAN AVENUE, SUITE 1005 RUMFORD CENTER - RUMFORD, RI 02916401-270-0600peregrinepm.comLinkedIn11-50 employeesreal estate

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$436K

+67.6% from 2018

Total participants

-2.3% from 2018

Average account balance

$11,791

-23.0% from 2018

Annual return

31.50%

+40.08 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$763K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

87.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

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

+18.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1584

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 codes2E2F2G2J2T3D

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.
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

2 tripped

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

$5K

$283 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.235%

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

$11,791

$104,937-88.8%

$84,628-86.1%

$152,897-92.3%

Participation rate

68.4%

74.8%-6.4pp

68.2%+0.2pp

82.5%-14.0pp

Annual return

31.50%

373.88%-342.4pp

258.80%-227.3pp

345.43%-313.9pp

Employer contribution / active EE

$1,880

$3,303-43.1%

$2,653-29.1%

$4,764-60.5%

Participant deferral / active EE

$3,316

$4,690-29.3%

$3,900-15.0%

$5,851-43.3%

Admin fee / account holder

$146

$6,243-97.7%

$4,914-97.0%

$11,599-98.7%

PEREGRINE PROPERTY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEREGRINE PROPERTY MANAGEMENT 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