Retirement plan

TIDEWATER PROPERTY MANAGEMENT, INC. 401(K) PLAN

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

TIDEWATER PROPERTY MANAGEMENT, INC.EIN 52-1638553Plan #001PY 2017

3706 CRONDALL LANE, SUITE 105 - OWINGS MILLS, MD 21117443-548-0191tidewaterproperty.comLinkedIn51-200 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+37.1% from 2016

Total participants

+74.2% from 2016

Average account balance

$38,351

+12.9% from 2016

Annual return

18.37%

+2.16 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

$3.76M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

71.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$344K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2474

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$9K

$187 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.688%

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

$38,351

$62,672-38.8%

$185,117-79.3%

$70,124-45.3%

Participation rate

58.3%

63.8%-5.4pp

77.3%-18.9pp

69.5%-11.2pp

Annual return

18.37%

40.79%-22.4pp

40.50%-22.1pp

73.14%-54.8pp

Employer contribution / active EE

$1,612

$1,753-8.0%

$4,182-61.4%

$2,342-31.2%

Participant deferral / active EE

$2,266

$3,272-30.7%

$5,045-55.1%

$3,332-32.0%

Admin fee / account holder

$264

$3,932-93.3%

$8,159-96.8%

$4,645-94.3%

TIDEWATER PROPERTY MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIDEWATER PROPERTY 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