Retirement plan

INTEGRA CINCINNATI/COLUMBUS, INC. 401(K) RETIREMENT PLAN

Name: INTEGRA CINCINNATI/COLUMBUS, INC. - INTEGRA CINCINNATI/COLUMBUS, INC. 401(K) RETIREMENT PLAN (2022) Form 5500
Creator: INTEGRA CINCINNATI/COLUMBUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRA CINCINNATI/COLUMBUS, INC. 401(K) RETIREMENT PLAN, INTEGRA CINCINNATI/COLUMBUS, INC.

INTEGRA CINCINNATI/COLUMBUS, INC.EIN 45-3062615Plan #001PY 2022

8241 CORNELL ROAD, SUITE 210 - CINCINNATI, OH 45249513-561-2305

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.3M

-14.2% from 2021

Total participants

-4.5% from 2021

Average account balance

$364,173

-9.9% from 2021

Annual return

-15.24%

-29.41 pp from 2021

Benchmarks

See 18,479 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,479 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.03M

Not enough data

1 years with asset history on file

Average account balance

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

$477K

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.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$337K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23712

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 codes2T2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$269K

$14932 / participant

Other / not subdivided$269K100.0%

% of EOY assets

3.690%

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

$364,173

$190,879+90.8%

$160,009+127.6%

$134,532+170.7%

Participation rate

94.4%

82.0%+12.5pp

78.0%+16.5pp

81.2%+13.2pp

Annual return

-15.24%

552.63%-567.9pp

408.85%-424.1pp

418.27%-433.5pp

Employer contribution / active EE

$5,104

$4,995+2.2%

$4,225+20.8%

$4,741+7.6%

Participant deferral / active EE

$14,804

$6,924+113.8%

$6,183+139.4%

$6,401+131.3%

Admin fee / account holder

$13,438

$10,495+28.0%

$8,715+54.2%

$11,429+17.6%

INTEGRA CINCINNATI/COLUMBUS, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRA CINCINNATI/COLUMBUS, INC. 401(K) RETIREMENT 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