Retirement plan

STORAGEMART 401K PLAN

Name: STORAGEMART - STORAGEMART 401K PLAN (2015) Form 5500
Creator: STORAGEMART
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STORAGEMART 401K PLAN, STORAGEMART

STORAGEMARTEIN 43-1865110Plan #001PY 2015

215 N STADIUM BLVD STE 207 - COLUMBIA, MO 65203573-449-0091LinkedIn11-50 employees

Prospect flagsHigh cashLow participation

How to read this page

Total assets (EOY)

$4.9M

No prior year

Total participants

245

No prior year

Average account balance

$36,449

No prior year

Annual return

-1.19%

No prior year

Benchmarks

See 855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort855 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.28M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

704

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.

89.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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 1 by compensation

Provider	Service type	Compensation
EPLAN ADVISORS, LLC1+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749	Pension Consulting	$12,677

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$14K

$64 / participant

Investment mgmt$13K88.6%
Contract admin$2K11.4%

% of EOY assets

0.293%

all-in expense ratio

Categories reported

2 / 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: WILLIAMS-KEEPERS LLC
Auditor EIN: 431126847
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,449

$45,283-19.5%

$155,789-76.6%

$52,331-30.3%

Participation rate

50.7%

62.2%-11.5pp

76.1%-25.4pp

68.1%-17.4pp

Annual return

-1.19%

1.80%-3.0pp

71.54%-72.7pp

4.54%-5.7pp

Employer contribution / active EE

$1,023

$1,329-23.0%

$3,839-73.4%

$1,882-45.6%

Participant deferral / active EE

$1,810

$2,854-36.6%

$4,798-62.3%

$3,022-40.1%

Admin fee / account holder

$107

$981-89.1%

$7,477-98.6%

$592-82.0%

Provider

Service type

Compensation

EPLAN ADVISORS, LLC1+ years

Filed as: EPLAN ADVISORS LLC

Service code 17 · EIN 84-1543749

Pension Consulting

$12,677

STORAGEMART 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STORAGEMART 401K 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