Retirement plan

INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN

Name: INTEGRA REALTY RESOURCES, INC. - INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: INTEGRA REALTY RESOURCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN, INTEGRA REALTY RESOURCES, INC.

INTEGRA REALTY RESOURCES, INC.EIN 58-2471341Plan #333PY 2015

2000 SOUTH COLORADO BLVD, SUITE 10800 - DENVER, CO 80222303-381-3201irr.comLinkedIn501-1000 employeesreal estate

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$17.8M

No prior year

Total participants

295

No prior year

Average account balance

$78,208

No prior year

Annual return

-0.60%

No prior year

Benchmarks

See 503 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort503 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$16.46M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

157

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.

74.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$144

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

See the 8-year trajectory. $4.99 for your first month.

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667	Advisory (Plan)	$30,073
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$22,413
ASCENSUS LLC1+ years Filed as: ADMIN PARTNERS, LLC Service code 15 · EIN 26-3310639	Recordkeeping	$7,775
BSP CONSULTING1+ years Filed as: BSP CONAULTING PLLC Service code 49 · EIN 26-1145434	Other Services	$6,758
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667	Advisory (Plan)	$6,630
BSP CONSULTING1+ years Filed as: BSP CONSULTING PLLC Service code 49	Other Services	$5,609
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$2,273
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2J2A2F2G2K2R3B3D2S

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$31K

$107 / participant

Investment mgmt$22K69.3%
Contract admin$10K30.7%

% of EOY assets

0.177%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CROSKEY LANNI PC
Auditor EIN: 382777985
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,208

$44,229+76.8%

$155,790-49.8%

$55,191+41.7%

Participation rate

77.3%

60.8%+16.5pp

76.1%+1.2pp

69.2%+8.1pp

Annual return

-0.60%

0.37%-1.0pp

71.54%-72.1pp

10.78%-11.4pp

Employer contribution / active EE

$1,159

$1,317-12.1%

$3,836-69.8%

$1,899-39.0%

Participant deferral / active EE

$4,563

$2,851+60.0%

$4,797-4.9%

$3,046+49.8%

Admin fee / account holder

$138

$86+60.2%

$7,478-98.2%

$91+52.1%

Provider

Service type

Compensation

SAGEVIEW ADVISORY GROUP, LLC1+ years

Filed as: SAGEVIEW ADVISORY GROUP

Service code 27 · EIN 33-0818667

Advisory (Plan)

$30,073

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$22,413

ASCENSUS LLC1+ years

Filed as: ADMIN PARTNERS, LLC

Service code 15 · EIN 26-3310639

Recordkeeping

$7,775

BSP CONSULTING1+ years

Filed as: BSP CONAULTING PLLC

Service code 49 · EIN 26-1145434

Other Services

$6,758

SAGEVIEW ADVISORY GROUP, LLC1+ years

Service code 27 · EIN 33-0818667

Advisory (Plan)

$6,630

BSP CONSULTING1+ years

Filed as: BSP CONSULTING PLLC

Service code 49

Other Services

$5,609

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$2,273

WILSHIRE ASSOCIATES INCORPORATED1+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRA REALTY RESOURCES 401(K) RETIREMENT 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