Retirement plan

SHAMES-MAKOVSKY REALTY COMPANY PROFIT SHARING PLAN

Name: SHAMES-MAKOVSKY REALTY COMPANY - SHAMES-MAKOVSKY REALTY COMPANY PROFIT SHARING PLAN (2017) Form 5500
Creator: SHAMES-MAKOVSKY REALTY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHAMES-MAKOVSKY REALTY COMPANY PROFIT SHARING PLAN, SHAMES-MAKOVSKY REALTY COMPANY

SHAMES-MAKOVSKY REALTY COMPANYEIN 84-0863409Plan #001PY 2017

1400 GLENARM PLACE SUITE 100 - DENVER, CO 80202303-534-5005

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.8M

+2.8% from 2016

Total participants

0.0% from 2016

Average account balance

$240,025

-31.5% from 2016

Annual return

9.16%

+1.79 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.55M

Not enough data

1 years with asset history on file

Average account balance

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

$295K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$181K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21640

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

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

$786K

$52386 / participant

Other / not subdivided$786K100.0%

% of EOY assets

13.641%

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

$240,025

$232,540+3.2%

$185,117+29.7%

$147,585+62.6%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

9.16%

43.03%-33.9pp

40.50%-31.3pp

578.58%-569.4pp

Employer contribution / active EE

$6,667

$5,195+28.3%

$4,182+59.4%

$4,876+36.7%

Participant deferral / active EE

$21,845

$5,834+274.5%

$5,045+333.0%

$5,439+301.7%

Admin fee / account holder

$32,741

$10,275+218.6%

$8,159+301.3%

$10,886+200.8%

SHAMES-MAKOVSKY REALTY COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHAMES-MAKOVSKY REALTY COMPANY 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