Retirement plan

NTS DEVELOPMENT COMPANY RETIREMENT SAVINGS PLAN

Name: NTS DEVELOPMENT COMPANY - NTS DEVELOPMENT COMPANY RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: NTS DEVELOPMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NTS DEVELOPMENT COMPANY RETIREMENT SAVINGS PLAN, NTS DEVELOPMENT COMPANY

NTS DEVELOPMENT COMPANYEIN 61-0911225Plan #002PY 2019

500 NORTH HURSTBOURNE PKWY, SUITE 400 - LOUISVILLE, KY 40222502-426-4800

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$22.3M

+25.5% from 2018

Total participants

329

+4.4% from 2018

Average account balance

$87,087

+27.9% from 2018

Annual return

22.83%

+28.52 pp from 2018

Benchmarks

See 991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort991 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.44M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

233

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.

75.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430	Directed Trustee	$28,520

Plan features & details

Pension benefit codes2E2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$29K

$120 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.130%

all-in expense ratio

Categories reported

0 / 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: MONROE SHINE & CO., INC.
Auditor EIN: 351515068
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,087

$56,918+53.0%

$182,540-52.3%

$65,185+33.6%

Participation rate

69.8%

66.5%+3.3pp

78.0%-8.1pp

70.2%-0.4pp

Annual return

22.83%

27.67%-4.8pp

148.58%-125.8pp

29.38%-6.6pp

Employer contribution / active EE

$2,443

$1,615+51.3%

$4,076-40.0%

$2,177+12.3%

Participant deferral / active EE

$4,346

$3,526+23.3%

$5,525-21.3%

$3,514+23.7%

Admin fee / account holder

$113

$531-78.7%

$8,593-98.7%

$847-86.7%

Provider

Service type

Compensation

PNC BANK, N.A.5+ years

Service code 25 · EIN 22-1146430

Directed Trustee

$28,520

NTS DEVELOPMENT COMPANY RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NTS DEVELOPMENT COMPANY RETIREMENT SAVINGS 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