Retirement plan

ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Name: ALTERRA REAL ESTATE ADVISORS, LLC - ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ALTERRA REAL ESTATE ADVISORS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN, ALTERRA REAL ESTATE ADVISORS, LLC

ALTERRA REAL ESTATE ADVISORS, LLCEIN 31-1713176Plan #001PY 2016

540 OFFICENTER PLACE, SUITE 260 - GAHANNA, OH 43230614-365-9000alterrare.comLinkedIn11-50 employeescommercial real estate

Other plans on this EIN

1 filing

#002Retirement-$583K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$448K

+20.1% from 2015

Total participants

+20.0% from 2015

Average account balance

$74,697

+0.1% from 2015

Annual return

0.49%

+0.62 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

$2.79M

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$193K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+11.13%

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 codes2E2F2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$74,697

$215,361-65.3%

$171,082-56.3%

$273,972-72.7%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

0.49%

25.14%-24.6pp

32.56%-32.1pp

41.46%-41.0pp

Employer contribution / active EE

$5,135

$4,967+3.4%

$4,002+28.3%

$4,869+5.5%

Participant deferral / active EE

$9,515

$5,543+71.6%

$4,797+98.3%

$5,287+80.0%

Admin fee / account holder

$10,846-100.0%

$8,520-100.0%

$10,133-100.0%

ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING 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