Retirement plan

TWENTY FIRST PROPERTIES, INC. 401K PLAN

Name: TWENTY FIRST PROPERTIES INC. - TWENTY FIRST PROPERTIES, INC. 401K PLAN (2016) Form 5500
Creator: TWENTY FIRST PROPERTIES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TWENTY FIRST PROPERTIES, INC. 401K PLAN, TWENTY FIRST PROPERTIES INC.

TWENTY FIRST PROPERTIES INC.EIN 73-1309161Plan #001PY 2016

2121 S. COLUMBIA, SUITE 650 - TULSA, OK 74114918-743-4300tfptulsa.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+18.6% from 2015

Total participants

-21.4% from 2015

Average account balance

$158,792

+50.9% from 2015

Annual return

16.77%

+25.01 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.42M

Not enough data

1 years with asset history on file

Average account balance

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

$311K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5786

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 codes2G2J

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

$81K

$8127 / participant

Other / not subdivided$81K100.0%

% of EOY assets

4.653%

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

$158,792

$215,361-26.3%

$171,082-7.2%

$273,972-42.0%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

16.77%

25.14%-8.4pp

32.56%-15.8pp

41.46%-24.7pp

Employer contribution / active EE

$6,123

$4,967+23.3%

$4,002+53.0%

$4,869+25.8%

Participant deferral / active EE

$4,637

$5,543-16.4%

$4,797-3.3%

$5,287-12.3%

Admin fee / account holder

$7,388

$10,846-31.9%

$8,520-13.3%

$10,133-27.1%

TWENTY FIRST PROPERTIES, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TWENTY FIRST PROPERTIES, INC. 401K 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