Retirement plan

NAREIT 401(K) RETIREMENT PLAN

Name: NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC. - NAREIT 401(K) RETIREMENT PLAN (2020) 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 2020

1875 I STREET NW SUITE 500 - WASHINGTON, DC 20006202-739-9424LinkedIn51-200 employeescivic & social organization

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$17.1M

+6.9% from 2019

Total participants

0.0% from 2019

Average account balance

$310,443

+8.8% from 2019

Annual return

11.08%

-14.97 pp from 2019

Benchmarks

See 8,769 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,769 peers

Snapshot2020

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.9M

$43233 / participant

Other / not subdivided$2M100.0%

% of EOY assets

10.888%

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

$310,443

$60,128+416.3%

$90,440+243.3%

$79,852+288.8%

Participation rate

97.7%

65.0%+32.7pp

72.7%+25.0pp

69.6%+28.0pp

Annual return

11.08%

71.95%-60.9pp

1294.38%-1283.3pp

31.72%-20.6pp

Employer contribution / active EE

$12,910

$2,068+524.2%

$3,263+295.7%

$2,471+422.5%

Participant deferral / active EE

$14,608

$2,939+397.1%

$3,964+268.5%

$3,740+290.5%

Admin fee / account holder

$33,801

$3,977+749.8%

$5,615+502.0%

$5,306+537.0%

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