Retirement plan

COMMERCIAL PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST

Name: COMMERCIAL PROPERTIES MANAGEMENT CORPORATION - COMMERCIAL PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: COMMERCIAL PROPERTIES MANAGEMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMERCIAL PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST, COMMERCIAL PROPERTIES MANAGEMENT CORPORATION

COMMERCIAL PROPERTIES MANAGEMENT CORPORATIONEIN 72-0594389Plan #001PY 2019

402 NORTH 4TH STREET - BATON ROUGE, LA 70802225-924-7206cpllc.ccLinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

+9.0% from 2018

Total participants

-9.1% from 2018

Average account balance

$100,088

+19.9% from 2018

Annual return

15.63%

+20.76 pp from 2018

Benchmarks

See 15,858 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,858 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.19M

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

127.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$266K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47186

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 codes2E2F2G2J2T3D

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.

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

$608K

$27644 / participant

Other / not subdivided$608K100.0%

% of EOY assets

20.254%

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

$100,088

$226,090-55.7%

$182,531-45.2%

$152,885-34.5%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

15.63%

192.57%-176.9pp

148.57%-132.9pp

345.39%-329.8pp

Employer contribution / active EE

$11,900

$4,978+139.1%

$4,075+192.0%

$4,763+149.8%

Participant deferral / active EE

$6,342

$6,369-0.4%

$5,525+14.8%

$5,851+8.4%

Admin fee / account holder

$20,272

$10,705+89.4%

$8,593+135.9%

$11,598+74.8%

COMMERCIAL PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMERCIAL PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST

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