Retirement plan

LIBERTY PARK SAVINGS PLAN

Name: LIBERTY PARK JOINT VENTURE, LLP - LIBERTY PARK SAVINGS PLAN (2016) Form 5500
Creator: LIBERTY PARK JOINT VENTURE, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIBERTY PARK SAVINGS PLAN, LIBERTY PARK JOINT VENTURE, LLP

LIBERTY PARK JOINT VENTURE, LLPEIN 63-1023854Plan #001PY 2016

P.O. BOX 10246 - BIRMINGHAM, AL 35242205-945-6300libertypark.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+10.1% from 2015

Total participants

-6.7% from 2015

Average account balance

$45,659

+18.0% from 2015

Annual return

8.24%

+9.61 pp from 2015

Benchmarks

See 3,383 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,383 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

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.

1650.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

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

+13.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$697

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2G

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$176K

$4007 / participant

Other / not subdivided$176K100.0%

% of EOY assets

5.516%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,659

$56,054-18.5%

$171,082-73.3%

$62,881-27.4%

Participation rate

70.5%

62.9%+7.6pp

76.7%-6.2pp

69.3%+1.1pp

Annual return

8.24%

22.52%-14.3pp

32.56%-24.3pp

20.14%-11.9pp

Employer contribution / active EE

$1,359

$1,731-21.5%

$4,002-66.0%

$2,281-40.4%

Participant deferral / active EE

$3,373

$3,158+6.8%

$4,797-29.7%

$3,203+5.3%

Admin fee / account holder

$2,519

$3,647-30.9%

$8,520-70.4%

$4,296-41.4%

LIBERTY PARK SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIBERTY PARK 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