Retirement plan

NAREIT 401(K) RETIREMENT PLAN

Name: NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC. - NAREIT 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NAREIT 401(K) RETIREMENT PLAN, NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC.

NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC.EIN 27-3586050Plan #001PY 2015

1875 I STREET NW SUITE 600 - WASHINGTON, DC 20006202-739-9441LinkedIn51-200 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.4M

No prior year

Total participants

No prior year

Average account balance

$192,391

No prior year

Annual return

-0.83%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.92M

Not enough data

1 years with asset history on file

Average account balance

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

$370K

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.

134.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16784

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

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

$313K

$8448 / participant

Other / not subdivided$313K100.0%

% of EOY assets

3.316%

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

$192,391

$45,152+326.1%

$73,836+160.6%

$59,633+222.6%

Participation rate

97.3%

64.0%+33.3pp

73.4%+23.9pp

68.7%+28.6pp

Annual return

-0.83%

27.40%-28.2pp

2268.06%-2268.9pp

2041.45%-2042.3pp

Employer contribution / active EE

$11,851

$1,901+523.3%

$2,787+325.1%

$2,203+438.0%

Participant deferral / active EE

$13,641

$2,573+430.2%

$3,583+280.7%

$3,192+327.4%

Admin fee / account holder

$6,379

$3,515+81.5%

$4,882+30.7%

$4,297+48.5%

NAREIT 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NAREIT 401(K) RETIREMENT PLAN

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