Retirement plan

LT GLOBAL INVESTMENT 401(K) PLAN

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

LT GLOBAL INVESTMENTEIN 46-3103602Plan #001PY 2015

350 S. GRAND AVENUE, SUITE 3950 - LOS ANGELES, CA 90071213-225-6300

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$341K

No prior year

Total participants

No prior year

Average account balance

$22,741

No prior year

Annual return

533.04%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7K

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-7.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$930

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 codes2G2J3D3H

Plan features

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$407

$21 / participant

Other / not subdivided$407100.0%

% of EOY assets

0.119%

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

$22,741

$197,819-88.5%

$155,789-85.4%

$125,389-81.9%

Participation rate

73.7%

82.1%-8.4pp

76.1%-2.4pp

83.2%-9.5pp

Annual return

533.04%

86.73%+446.3pp

71.54%+461.5pp

282.24%+250.8pp

Employer contribution / active EE

$2,005

$4,850-58.7%

$3,839-47.8%

$4,866-58.8%

Participant deferral / active EE

$2,809

$5,631-50.1%

$4,798-41.5%

$5,352-47.5%

Admin fee / account holder

$27

$9,544-99.7%

$7,477-99.6%

$9,541-99.7%

LT GLOBAL INVESTMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LT GLOBAL INVESTMENT 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