Retirement plan

HARRISON STREET MANAGEMENT 401K PLAN

Name: HARRISON STREET MANAGEMENT 401K PLAN - HARRISON STREET MANAGEMENT 401K PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#002Retirement-$453K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$183K

+9.2% from 2021

Total participants

-33.3% from 2021

Average account balance

$45,731

+63.8% from 2021

Annual return

-10.86%

-26.21 pp from 2021

Benchmarks

See 469 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort469 peers

Snapshot2022

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 codes2E2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$635

$159 / participant

Other / not subdivided$635100.0%

% of EOY assets

0.347%

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

$45,731

$60,558-24.5%

$134,509-66.0%

Participation rate

100.0%

67.2%+32.8pp

81.2%+18.8pp

Annual return

-10.86%

-11.14%+0.3pp

418.13%-429.0pp

Employer contribution / active EE

$6,153

$2,733+125.1%

$4,741+29.8%

Participant deferral / active EE

$2,400

$4,114-41.7%

$6,400-62.5%

Admin fee / account holder

$159

$4,039-96.1%

$11,427-98.6%

HARRISON STREET MANAGEMENT 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARRISON STREET MANAGEMENT 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