Retirement plan

EMPLOYEE BENEFIT PLAN OF THE O DONNELL GROUP, INC.

Name: THE O DONNELL GROUP, INC. - EMPLOYEE BENEFIT PLAN OF THE O DONNELL GROUP, INC. (2020) Form 5500
Creator: THE O DONNELL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE O DONNELL GROUP, INC., THE O DONNELL GROUP, INC.

THE O DONNELL GROUP, INC.EIN 33-0418874Plan #001PY 2020

567 SAN NICOLAS DR STE 450 - NEWPORT BEACH, CA 926606512949-718-9898odonnellgroup.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$227K

-5.3% from 2019

Total participants

0.0% from 2019

Average account balance

$56,727

+18.3% from 2019

Annual return

25.06%

+15.77 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

$397K

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+10.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 codes2F2G2T

Plan features

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.
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.

Opportunity flags

2 tripped

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

$100K

$50036 / participant

Other / not subdivided$100K100.0%

% of EOY assets

44.103%

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

$56,727

$228,352-75.2%

$185,835-69.5%

$158,966-64.3%

Participation rate

50.0%

82.3%-32.3pp

78.0%-28.0pp

82.0%-32.0pp

Annual return

25.06%

40.81%-15.8pp

35.96%-10.9pp

302.95%-277.9pp

Employer contribution / active EE

$569

$4,967-88.5%

$4,087-86.1%

$4,762-88.1%

Participant deferral / active EE

$13,000

$6,416+102.6%

$5,633+130.8%

$5,983+117.3%

Admin fee / account holder

$25,018

$11,867+110.8%

$9,502+163.3%

$11,250+122.4%

EMPLOYEE BENEFIT PLAN OF THE O DONNELL GROUP, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE O DONNELL GROUP, INC.

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