Retirement plan

CBRE 401(K) PLAN

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

CBRE SERVICES, INC.EIN 52-1616016Plan #001PY 2017

2100 ROSS AVENUE, SUITE 1600 - DALLAS, TX 75201214-438-8662LinkedIn51-200 employeescommercial real estate

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 18, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$1805.6M

-13.8% from 2016

Total participants

32,743

-5.3% from 2016

Average account balance

$71,785

-5.8% from 2016

Annual return

18.78%

-7.89 pp from 2016

Benchmarks

See 1,023 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort1,023 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.34B

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

47,787

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.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$436.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
GALLAGHER FIDUCIARY ADVISORS, LLC3+ years Service code 27 · EIN 36-4291971	Advisory (Plan)	$123,992
CBRE1 year Filed as: CBRE, INC. Service code 30 · EIN 95-2743174	Employee (plan)	$77,144
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207	Accounting	$57,000
MERRILL LYNCH PIERCE FENNER & SMITH3+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 13 · EIN 13-5674085	Contract Administrator	$28,215
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$12,575
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$9,476
MCCONNELL VALDES LLC3+ years Service code 29 · EIN 66-0226027	Legal	$507

Plan features & details

Pension benefit codes2F2G2J2K2T3B3H3J2E

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3J
U.S.-based Puerto Rico dual-qualified plan
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$324K

$12 / participant

Investment mgmt$133K41.2%
Contract admin$56K17.2%
Other / not subdivided$135K41.6%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KPMG
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,785

$80,976-11.4%

$185,117-61.2%

$80,976-11.4%

Participation rate

72.7%

68.3%+4.5pp

77.3%-4.5pp

68.3%+4.5pp

Annual return

18.78%

22.91%-4.1pp

40.50%-21.7pp

22.91%-4.1pp

Employer contribution / active EE

$1,598

$2,402-33.5%

$4,182-61.8%

$2,402-33.5%

Participant deferral / active EE

$5,453

$3,848+41.7%

$5,045+8.1%

$3,848+41.7%

Admin fee / account holder

$13

$67-80.9%

$8,159-99.8%

$67-80.9%

Provider

Service type

Compensation

GALLAGHER FIDUCIARY ADVISORS, LLC3+ years

Service code 27 · EIN 36-4291971

Advisory (Plan)

$123,992

CBRE1 year

Filed as: CBRE, INC.

Service code 30 · EIN 95-2743174

Employee (plan)

$77,144

KPMG LLP3+ years

Filed as: KPMG

Service code 10 · EIN 13-5565207

Accounting

$57,000

MERRILL LYNCH PIERCE FENNER & SMITH3+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 13 · EIN 13-5674085

Contract Administrator

$28,215

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$12,575

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$9,476

MCCONNELL VALDES LLC3+ years

Service code 29 · EIN 66-0226027

Legal

$507

CBRE 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CBRE 401(K) PLAN

Top hat statement on fileNQDC

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