Retirement plan

INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN

Name: INTEGRA REALTY RESOURCES, INC - INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN (2023) 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, INCEIN 58-2471341Plan #333PY 2023

7800 EAST UNION AVENUE SUITE 400 - DENVER, CO 80237303-381-3201irr.comLinkedIn501-1000 employeesreal estate

Prospect flagsLow returnsHigh feesFailed to transmit contributions

How to read this page

Total assets (EOY)

$14M

-16.0% from 2022

Total participants

156

-13.8% from 2022

Average account balance

$115,436

-11.1% from 2022

Annual return

12.86%

+27.62 pp from 2022

Benchmarks

See 1,071 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,071 peers

Snapshot2023

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$97,248
PINNACLE FINANCIAL SERVICES, INC.5 years Service code 27 · EIN 59-2438373	Advisory (Plan)	$25,138
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667	Advisory (Plan)	$20,000

Plan features & details

Pension benefit codes2A2E2F2J2K2R2S2T3B3D

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).
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.
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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$168K

$1279 / participant

Investment mgmt$168K100.0%

% of EOY assets

1.200%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: TEMPLETON & COMPANY
Auditor EIN: 141918990
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$115,436

$65,390+76.5%

$169,368-31.8%

$71,457+61.5%

Participation rate

73.3%

67.0%+6.3pp

77.1%-3.9pp

67.9%+5.4pp

Annual return

12.86%

21.31%-8.4pp

405.60%-392.7pp

28.85%-16.0pp

Employer contribution / active EE

$2,701

$2,079+30.0%

$4,013-32.7%

$2,588+4.4%

Participant deferral / active EE

$5,892

$4,367+34.9%

$6,221-5.3%

$4,289+37.4%

Admin fee / account holder

$1,385

$1,324+4.6%

$9,003-84.6%

$1,587-12.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$97,248

PINNACLE FINANCIAL SERVICES, INC.5 years

Service code 27 · EIN 59-2438373

Advisory (Plan)

$25,138

SAGEVIEW ADVISORY GROUP, LLC6 years

Filed as: SAGEVIEW ADVISORY GROUP LLC

Service code 27 · EIN 33-0818667

Advisory (Plan)

$20,000

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