Retirement plan

MAKOWSKY RINGEL GREENBERG 401(K) PROFIT SHARING PLAN

Name: MAKOWSKY RINGEL GREENBERG, LLC - MAKOWSKY RINGEL GREENBERG 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MAKOWSKY RINGEL GREENBERG, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAKOWSKY RINGEL GREENBERG 401(K) PROFIT SHARING PLAN, MAKOWSKY RINGEL GREENBERG, LLC

MAKOWSKY RINGEL GREENBERG, LLCEIN 74-2982569Plan #001PY 2016

1010 JUNE ROAD, SUITE 200 - MEMPHIS, TN 381193741901-683-2220mrgmemphis.comLinkedIn51-200 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

142

No prior year

Average account balance

$19,295

No prior year

Annual return

8.12%

No prior year

Benchmarks

See 896 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort896 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.31M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

103.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$408K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3452

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

Top 1 by compensation

Provider	Service type	Compensation
SHUFRO, ROSE & CO., LLC2+ years Service code 27 · EIN 13-5390713 745 FIFTH AVENUE · NEW YORK, NY 101512600	Advisory (Plan)	$23,232

Plan features & details

Pension benefit codes2A2E2J3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$23K

$200 / participant

Investment mgmt$23K100.0%

% of EOY assets

0.866%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DIXON HUGHES GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,295

$50,898-62.1%

$171,082-88.7%

$55,167-65.0%

Participation rate

97.4%

63.3%+34.2pp

76.7%+20.7pp

69.0%+28.4pp

Annual return

8.12%

15.34%-7.2pp

32.56%-24.4pp

169.23%-161.1pp

Employer contribution / active EE

$823

$1,433-42.6%

$4,002-79.4%

$1,963-58.1%

Participant deferral / active EE

$1,543

$2,994-48.5%

$4,797-67.8%

$3,054-49.5%

Admin fee / account holder

$167

$500-66.5%

$8,520-98.0%

$504-66.8%

Provider

Service type

Compensation

SHUFRO, ROSE & CO., LLC2+ years

Service code 27 · EIN 13-5390713

745 FIFTH AVENUE · NEW YORK, NY 101512600

Advisory (Plan)

$23,232

MAKOWSKY RINGEL GREENBERG 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAKOWSKY RINGEL GREENBERG 401(K) PROFIT SHARING 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