Retirement plan

STORAGEMART 401(K) PLAN

Name: TKG-STORAGEMART PARTNERS, LP - STORAGEMART 401(K) PLAN (2016) Form 5500
Creator: TKG-STORAGEMART PARTNERS, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STORAGEMART 401(K) PLAN, TKG-STORAGEMART PARTNERS, LP

TKG-STORAGEMART PARTNERS, LPEIN 43-1865110Plan #001PY 2016

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$5.8M

+18.6% from 2015

Total participants

283

+15.5% from 2015

Average account balance

$35,545

-2.5% from 2015

Annual return

10.83%

+12.01 pp from 2015

Benchmarks

See 542 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort542 peers

Snapshot2016

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 3 by compensation

Provider	Service type	Compensation
EPLAN ADVISORS, LLC2+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749	Pension Consulting	$13,372
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$250
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$16K

$62 / participant

Investment mgmt$15K98.4%
Other / not subdivided$2501.6%

% of EOY assets

0.270%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,545

$42,582-16.5%

$171,082-79.2%

$57,658-38.4%

Participation rate

52.6%

63.9%-11.3pp

76.7%-24.1pp

70.2%-17.7pp

Annual return

10.83%

308.67%-297.8pp

32.56%-21.7pp

5.13%+5.7pp

Employer contribution / active EE

$1,002

$1,306-23.3%

$4,002-75.0%

$1,974-49.3%

Participant deferral / active EE

$1,667

$2,933-43.2%

$4,797-65.3%

$3,061-45.5%

Admin fee / account holder

$96

$82+16.6%

$8,520-98.9%

$95+1.6%

Provider

Service type

Compensation

EPLAN ADVISORS, LLC2+ years

Filed as: EPLAN ADVISORS LLC

Service code 17 · EIN 84-1543749

Pension Consulting

$13,372

ADP BROKER-DEALER1 year

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$250

ADP BROKER-DEALER1 year

Service code 59 · EIN 22-3319984

Shareholder Servicing

STORAGEMART 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STORAGEMART 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