Retirement plan

TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN

Name: E & G REALTY, LLC - TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN (2022) Form 5500
Creator: E & G REALTY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN, E & G REALTY, LLC

E & G REALTY, LLCEIN 46-3746881Plan #001PY 2022

1949 E BROADWAY RD - TEMPE, AZ 85282480-550-8500

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$145K

+5.1% from 2021

Total participants

+16.7% from 2021

Average account balance

$20,675

-9.9% from 2021

Annual return

-17.96%

-32.64 pp from 2021

Benchmarks

See 18,482 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,482 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$406K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

45.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+20.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2192

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 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

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

$868

$67 / participant

Other / not subdivided$868100.0%

% of EOY assets

0.600%

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

$20,675

$190,862-89.2%

$159,991-87.1%

$134,509-84.6%

Participation rate

46.2%

82.0%-35.8pp

78.0%-31.8pp

81.2%-35.1pp

Annual return

-17.96%

552.59%-570.6pp

408.82%-426.8pp

418.13%-436.1pp

Employer contribution / active EE

$1,055

$4,995-78.9%

$4,225-75.0%

$4,741-77.7%

Participant deferral / active EE

$1,392

$6,924-79.9%

$6,183-77.5%

$6,400-78.3%

Admin fee / account holder

$124

$10,495-98.8%

$8,715-98.6%

$11,427-98.9%

TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS 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