Retirement plan

CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

Name: EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUP - CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN, EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUP

EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUPEIN 33-0678874Plan #001PY 2016

4100 MACARTHUR BLVD., SUITE 100 - NEWPORT BEACH, CA 92660949-224-4100LinkedIn201-500 employeesinvestment management

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$5.1M

+6.3% from 2015

Total participants

463

+8.9% from 2015

Average account balance

$33,564

+7.0% from 2015

Annual return

7.67%

+6.78 pp from 2015

Benchmarks

See 236 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort236 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.83M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

543

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.

58.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$115

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$17,952
QBI, LLC2+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$18K

$43 / participant

Contract admin$18K100.0%

% of EOY assets

0.348%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SQUAR MILNER
Auditor EIN: 330835986
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,564

$65,820-49.0%

$108,745-69.1%

$57,658-41.8%

Participation rate

24.0%

72.7%-48.7pp

77.7%-53.7pp

70.2%-46.3pp

Annual return

7.67%

21.32%-13.7pp

46.22%-38.6pp

5.13%+2.5pp

Employer contribution / active EE

$2,285-100.0%

$3,323-100.0%

$1,974-100.0%

Participant deferral / active EE

$1,074

$3,578-70.0%

$5,121-79.0%

$3,061-64.9%

Admin fee / account holder

$117

$91+28.3%

$6,144-98.1%

$95+23.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$17,952

QBI, LLC2+ years

Service code 15 · EIN 26-2768667

21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364

Recordkeeping

CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRAIG REALTY GROUP RETIREMENT SAVINGS 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