Retirement plan

TM CROWLEY & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

Name: TM CROWLEY & ASSOCIATES INC. - TM CROWLEY & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: TM CROWLEY & ASSOCIATES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TM CROWLEY & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN, TM CROWLEY & ASSOCIATES INC.

TM CROWLEY & ASSOCIATES INC.EIN 46-3315329Plan #001PY 2017

501 PENNSYLVANIA PARKWAY, SUITE 16 - INDIANAPOLIS, IN 46280317-705-8800

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.4M

+23.4% from 2016

Total participants

-4.3% from 2016

Average account balance

$155,619

+29.1% from 2016

Annual return

21.56%

+13.58 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.06M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$186K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+13.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3609

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 codes2E2F2G2J3D

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.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$193K

$11373 / participant

Other / not subdivided$193K100.0%

% of EOY assets

5.647%

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

$155,619

$232,540-33.1%

$185,117-15.9%

$147,586+5.4%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

21.56%

43.03%-21.5pp

40.50%-18.9pp

578.59%-557.0pp

Employer contribution / active EE

$4,355

$5,195-16.2%

$4,182+4.2%

$4,876-10.7%

Participant deferral / active EE

$9,479

$5,834+62.5%

$5,045+87.9%

$5,439+74.3%

Admin fee / account holder

$8,788

$10,275-14.5%

$8,159+7.7%

$10,886-19.3%

TM CROWLEY & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TM CROWLEY & ASSOCIATES INC. 401(K) PROFIT SHARING 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