Retirement plan

WILLIAM EVENBOER REALTORS 401(K) PLAN

Name: WILLIAM EVENBOER REALTORS, INC. EVENBOER - WILLIAM EVENBOER REALTORS 401(K) PLAN (2017) Form 5500
Creator: WILLIAM EVENBOER REALTORS, INC. EVENBOER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM EVENBOER REALTORS 401(K) PLAN, WILLIAM EVENBOER REALTORS, INC. EVENBOER

WILLIAM EVENBOER REALTORS, INC. EVENBOEREIN 38-3145372Plan #001PY 2017

1601 WEST CENTRE ST. - PORTAGE, MI 49024269-324-4852

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$302K

No prior year

Total participants

No prior year

Average account balance

$151,083

No prior year

Annual return

12.31%

No prior year

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$533K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1708

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

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

$1K

$527 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.348%

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

$151,083

$232,540-35.0%

$185,117-18.4%

$147,586+2.4%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

12.31%

43.03%-30.7pp

40.50%-28.2pp

578.59%-566.3pp

Employer contribution / active EE

$14,379

$5,195+176.8%

$4,182+243.9%

$4,876+194.9%

Participant deferral / active EE

$23,539

$5,834+303.5%

$5,045+366.6%

$5,439+332.8%

Admin fee / account holder

$527

$10,275-94.9%

$8,159-93.5%

$10,886-95.2%

WILLIAM EVENBOER REALTORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAM EVENBOER REALTORS 401(K) 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