Retirement plan

CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN

Name: CAMPBELL PROPERTY MANAGEMENT AND REAL ESTATE - CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: CAMPBELL PROPERTY MANAGEMENT AND REAL ESTATE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN, CAMPBELL PROPERTY MANAGEMENT AND REAL ESTATE

CAMPBELL PROPERTY MANAGEMENT AND REAL ESTATEEIN 59-6058179Plan #001PY 2018

1215 E HILLSBORO BOULEVARD - DEERFIELD BEACH, FL 33441954-571-2546campbellpropertymanagement.comLinkedIn501-1000 employeesfacilities services

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$3.1M

-4.7% from 2017

Total participants

1,096

+7.7% from 2017

Average account balance

$24,441

-18.8% from 2017

Annual return

-3.93%

-16.57 pp from 2017

Benchmarks

See 115 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants1,000-4,999

Cohort115 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.16M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

203

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.

6.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$735K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$299

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

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 3 by compensation

Provider	Service type	Compensation
STADION MONEY MANAGEMENT4+ years Service code 26 · EIN 58-2099805	Advisory (Participants)	$16,539
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0332211	Recordkeeping	$1,075
UNITED OF OMAHA4+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511	Other Services	$0

Plan features & details

Pension benefit codes2E3D2G2J2F2T3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$18K

$16 / participant

Investment mgmt$17K93.9%
Contract admin$1K6.1%

% of EOY assets

0.563%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GRAU & ASSOCIATES
Auditor EIN: 202067322
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,441

$38,058-35.8%

$169,452-85.6%

$75,289-67.5%

Participation rate

10.5%

65.1%-54.6pp

77.8%-67.2pp

72.4%-61.9pp

Annual return

-3.93%

-2.88%-1.1pp

1.83%-5.8pp

-0.04%-3.9pp

Employer contribution / active EE

$1,478-100.0%

$4,157-100.0%

$2,405-100.0%

Participant deferral / active EE

$271

$3,201-91.5%

$5,277-94.9%

$3,739-92.8%

Admin fee / account holder

$138

$85+61.5%

$9,110-98.5%

$102+34.5%

Provider

Service type

Compensation

STADION MONEY MANAGEMENT4+ years

Service code 26 · EIN 58-2099805

Advisory (Participants)

$16,539

UNITED OF OMAHA4+ years

Service code 15 · EIN 47-0332211

Recordkeeping

$1,075

UNITED OF OMAHA4+ years

Filed as: MUTUAL OF OMAHA

Service code 49 · EIN 47-0246511

Other Services

CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CPM & ROSEMURGY PROPERTIES 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