Retirement plan

CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

Name: EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP - CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN (2018) 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 2018

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)

$6.1M

+12.2% from 2017

Total participants

559

+0.4% from 2017

Average account balance

$46,670

+9.6% from 2017

Annual return

2.43%

-9.24 pp from 2017

Benchmarks

See 237 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort237 peers

Snapshot2018

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 SOLUTIONS4+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$19,998
QBI, LLC4+ 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

$20K

$38 / participant

Contract admin$20K100.0%

% of EOY assets

0.330%

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

$46,670

$64,286-27.4%

$106,387-56.1%

$55,725-16.2%

Participation rate

18.9%

75.2%-56.3pp

77.5%-58.6pp

70.9%-52.0pp

Annual return

2.43%

0.84%+1.6pp

0.25%+2.2pp

244.93%-242.5pp

Employer contribution / active EE

$2,367-100.0%

$3,520-100.0%

$2,078-100.0%

Participant deferral / active EE

$1,396

$4,158-66.4%

$5,421-74.2%

$3,356-58.4%

Admin fee / account holder

$154

$102+50.4%

$7,510-98.0%

$115+33.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS4+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$19,998

QBI, LLC4+ 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