Retirement plan

HARRISON STREET MANAGEMENT 401K PLAN

Name: HARRISON STREET MANAGEMENT 401K PLAN - HARRISON STREET MANAGEMENT 401K PLAN (2019) Form 5500
Creator: HARRISON STREET MANAGEMENT 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARRISON STREET MANAGEMENT 401K PLAN, HARRISON STREET MANAGEMENT 401K PLAN

HARRISON STREET MANAGEMENT 401K PLANEIN 83-3344126Plan #001PY 2019

1777 S HARRISON ST 1500 - DENVER, CO 80210303-782-9100

Other plans on this EIN

1 filing

#002Retirement-$323K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$130K

No prior year

Total participants

No prior year

Average account balance

$18,515

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 335 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort335 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$513K

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

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

$18,515

$65,985-71.9%

$152,885-87.9%

Participation rate

100.0%

72.3%+27.7pp

82.5%+17.5pp

Annual return

0.00%

27.82%-27.8pp

345.39%-345.4pp

Employer contribution / active EE

$8,921

$2,766+222.5%

$4,763+87.3%

Participant deferral / active EE

$8,547

$4,125+107.2%

$5,851+46.1%

Admin fee / account holder

$4,647-100.0%

$11,598-100.0%

HARRISON STREET MANAGEMENT 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HARRISON STREET MANAGEMENT 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion