Retirement plan

ONEIDA REALTY COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: ONEIDA REALTY COMPANY - ONEIDA REALTY COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ONEIDA REALTY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONEIDA REALTY COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN, ONEIDA REALTY COMPANY

ONEIDA REALTY COMPANYEIN 41-0460000Plan #002PY 2016

306 WEST SUPERIOR STREET SUITE 1605 - DULUTH, MN 55802218-722-0816oneidacres.comLinkedIn51-200 employeesfacilities services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+13.1% from 2015

Total participants

112

+21.7% from 2015

Average account balance

$34,868

+16.9% from 2015

Annual return

7.09%

+8.04 pp from 2015

Benchmarks

See 3,383 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,383 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.97M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

119.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7687

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$46K

$546 / participant

Other / not subdivided$46K100.0%

% of EOY assets

1.495%

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

$34,868

$56,054-37.8%

$171,082-79.6%

$62,881-44.5%

Participation rate

72.9%

62.9%+10.1pp

76.7%-3.8pp

69.3%+3.6pp

Annual return

7.09%

22.52%-15.4pp

32.56%-25.5pp

20.14%-13.1pp

Employer contribution / active EE

$705

$1,731-59.3%

$4,002-82.4%

$2,281-69.1%

Participant deferral / active EE

$1,635

$3,158-48.2%

$4,797-65.9%

$3,203-49.0%

Admin fee / account holder

$521

$3,647-85.7%

$8,520-93.9%

$4,296-87.9%

ONEIDA REALTY COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONEIDA REALTY COMPANY SAFE HARBOR 401(K) PROFIT SHARING 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