Retirement plan

ESR ASSOCIATES INC. PROFIT SHARING PLAN

Name: ESR ASSOCIATES INC. - ESR ASSOCIATES INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: ESR ASSOCIATES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ESR ASSOCIATES INC. PROFIT SHARING PLAN, ESR ASSOCIATES INC.

ESR ASSOCIATES INC.EIN 42-1547998Plan #002PY 2018

36 DEAN RD - WESTON, MA 024932710617-212-0559

Other plans on this EIN

1 filing

#003Retirement-$919K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$335K

No prior year

Total participants

No prior year

Average account balance

$83,832

No prior year

Annual return

-0.49%

No prior year

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$255K

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

$62K

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

+18.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5015

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 codes2A2D2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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

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

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

$83,832

$211,946-60.4%

$169,452-50.5%

$135,379-38.1%

Participation rate

57.1%

82.6%-25.5pp

77.8%-20.6pp

82.6%-25.5pp

Annual return

-0.49%

3.26%-3.8pp

1.83%-2.3pp

519.79%-520.3pp

Employer contribution / active EE

$6,003

$5,117+17.3%

$4,157+44.4%

$4,779+25.6%

Participant deferral / active EE

$1,394

$6,075-77.1%

$5,277-73.6%

$5,609-75.1%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,828-100.0%

ESR ASSOCIATES INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ESR ASSOCIATES INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion