Retirement plan

EXECUTIVE HILLS MANAGEMENT INC 401(K) PLAN

Name: EXECUTIVE HILLS MANAGEMENT INC - EXECUTIVE HILLS MANAGEMENT INC 401(K) PLAN (2017) Form 5500
Creator: EXECUTIVE HILLS MANAGEMENT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXECUTIVE HILLS MANAGEMENT INC 401(K) PLAN, EXECUTIVE HILLS MANAGEMENT INC

EXECUTIVE HILLS MANAGEMENT INCEIN 48-1123887Plan #001PY 2017

5000 COLLEGE BOULEVARD, SUITE 400 - OVERLAND PARK, KS 66211913-451-9000LinkedIn51-200 employeescommercial real estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+1.1% from 2016

Total participants

-7.1% from 2016

Average account balance

$79,342

-1.4% from 2016

Annual return

13.33%

+8.26 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3798

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 codes2F2G2J2T3D

Plan features

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$548K

$12756 / participant

Other / not subdivided$548K100.0%

% of EOY assets

17.283%

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

$79,342

$62,672+26.6%

$185,117-57.1%

$70,126+13.1%

Participation rate

72.1%

63.8%+8.3pp

77.3%-5.2pp

69.5%+2.6pp

Annual return

13.33%

40.79%-27.5pp

40.50%-27.2pp

73.15%-59.8pp

Employer contribution / active EE

$1,753-100.0%

$4,182-100.0%

$2,343-100.0%

Participant deferral / active EE

$3,377

$3,272+3.2%

$5,045-33.1%

$3,332+1.4%

Admin fee / account holder

$13,712

$3,932+248.8%

$8,159+68.1%

$4,645+195.2%

EXECUTIVE HILLS MANAGEMENT INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXECUTIVE HILLS MANAGEMENT INC 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