Retirement plan

CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN

Name: CAMPBELL PROPERTY MANAGEMENT - CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN (2023) Form 5500
Creator: CAMPBELL PROPERTY MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN, CAMPBELL PROPERTY MANAGEMENT

CAMPBELL PROPERTY MANAGEMENTEIN 59-6058179Plan #001PY 2023

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)

$5.8M

+23.7% from 2022

Total participants

2,207

+4.8% from 2022

Average account balance

$29,327

+15.0% from 2022

Annual return

19.24%

+34.22 pp from 2022

Benchmarks

See 138 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants1,000-4,999

Cohort138 peers

Snapshot2023

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 1 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY2 years Service code 26 · EIN 71-0294708	Advisory (Participants)	$1,331

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

$1K

$1 / participant

Investment mgmt$1068.0%
Contract admin$97573.3%
Other / not subdivided$25018.8%

% of EOY assets

0.023%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,327

$50,574-42.0%

$169,390-82.7%

$80,157-63.4%

Participation rate

7.7%

67.8%-60.1pp

77.2%-69.5pp

72.9%-65.3pp

Annual return

19.24%

22.92%-3.7pp

406.07%-386.8pp

40.39%-21.1pp

Employer contribution / active EE

$1,693-100.0%

$4,013-100.0%

$2,977-100.0%

Participant deferral / active EE

$321

$4,164-92.3%

$6,222-94.8%

$5,015-93.6%

Admin fee / account holder

$107-93.7%

$9,015-99.9%

$145-95.4%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Service code 26 · EIN 71-0294708

Advisory (Participants)

$1,331

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