Retirement plan

MORRIS COUNTY REAL ESTATE LAW EAGAN & LENNEY RETIREMENT PLAN

Name: MORRIS COUNTY REAL ESTATE LAW, EAGAN AND LENNEY, LLC - MORRIS COUNTY REAL ESTATE LAW EAGAN & LENNEY RETIREMENT PLAN (2018) Form 5500
Creator: MORRIS COUNTY REAL ESTATE LAW, EAGAN AND LENNEY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORRIS COUNTY REAL ESTATE LAW EAGAN & LENNEY RETIREMENT PLAN, MORRIS COUNTY REAL ESTATE LAW, EAGAN AND LENNEY, LLC

MORRIS COUNTY REAL ESTATE LAW, EAGAN AND LENNEY, LLCEIN 83-1071023Plan #001PY 2018

52 MAPLE AVENUE - MORRISTOWN, NJ 07960973-898-7300

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$912K

No prior year

Total participants

No prior year

Average account balance

$152,078

No prior year

Annual return

-7.29%

No prior year

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$635K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1192

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 codes2E2F2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$219 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.168%

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

$152,078

$138,075+10.1%

$123,552+23.1%

$135,379+12.3%

Participation rate

71.4%

84.7%-13.3pp

82.3%-10.9pp

82.6%-11.2pp

Annual return

-7.29%

153.70%-161.0pp

119.20%-126.5pp

519.79%-527.1pp

Employer contribution / active EE

$2,752

$5,152-46.6%

$4,628-40.5%

$4,779-42.4%

Participant deferral / active EE

$7,162

$6,800+5.3%

$6,426+11.5%

$5,609+27.7%

Admin fee / account holder

$255

$10,917-97.7%

$9,285-97.2%

$10,828-97.6%

MORRIS COUNTY REAL ESTATE LAW EAGAN & LENNEY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORRIS COUNTY REAL ESTATE LAW EAGAN & LENNEY RETIREMENT 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