Retirement plan

COMPLETE PROPERTY SERVICES, INC. 401(K) PLAN

Name: COMPLETE PROPERTY SERVICES, INC. - COMPLETE PROPERTY SERVICES, INC. 401(K) PLAN (2020) Form 5500
Creator: COMPLETE PROPERTY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPLETE PROPERTY SERVICES, INC. 401(K) PLAN, COMPLETE PROPERTY SERVICES, INC.

COMPLETE PROPERTY SERVICES, INC.EIN 59-3376883Plan #002PY 2020

13505 PRESTIGE PL - TAMPA, FL 33635727-793-9777completeproperty.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participationLow assets / participantRecently reached 100 employees

How to read this page

Total assets (EOY)

$736K

+61.7% from 2019

Total participants

185

-5.1% from 2019

Average account balance

$6,348

-31.7% from 2019

Annual return

23.33%

-5.08 pp from 2019

Benchmarks

See 1,006 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,006 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

148

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.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$417K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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

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

Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$770
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037	Investment Management	$0
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663	Investment Management	$0
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28	Investment Management	$0
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
EAGLEASSET1 year Service code 28 · EIN 59-3171014	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY Service code 28	Investment Management	$0
FRANKLIN TEMPLETON1 year Service code 28	Investment Management	$0
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28	Investment Management	$0
PIMCO FUNDS1 year Service code 28	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D2S

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.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$770

$5 / participant

Other / not subdivided$770100.0%

% of EOY assets

0.105%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FRSCPA
Auditor EIN: 592482214
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,348

$62,132-89.8%

$185,861-96.6%

$73,497-91.4%

Participation rate

56.9%

67.8%-10.9pp

78.0%-21.2pp

70.7%-13.8pp

Annual return

23.33%

20.44%+2.9pp

35.96%-12.6pp

28.51%-5.2pp

Employer contribution / active EE

$1,681-100.0%

$4,088-100.0%

$2,270-100.0%

Participant deferral / active EE

$1,892

$3,711-49.0%

$5,634-66.4%

$3,740-49.4%

Admin fee / account holder

$419-98.4%

$9,503-99.9%

$513-98.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC4+ years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$770

AMERICAN FUNDS3 years

Service code 28 · EIN 95-1411037

Investment Management

BLACKROCK1 year

Filed as: BLACKROCK FUNDS

Service code 28 · EIN 04-6171663

Investment Management

COLUMBIA1 year

Filed as: COLUMBIA FUNDS

Service code 28

Investment Management

DIMENSIONAL FUND ADVISORS3 years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

EAGLEASSET1 year

Service code 28 · EIN 59-3171014

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY

Service code 28

Investment Management

FRANKLIN TEMPLETON1 year

Service code 28

Investment Management

OPPENHEIMER1 year

Filed as: OPPENHEIMER FUNDS

Service code 28

Investment Management

PIMCO FUNDS1 year

Service code 28

Investment Management

COMPLETE PROPERTY SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPLETE PROPERTY SERVICES, 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