Retirement plan

SAFEGUARD PROPERTIES MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

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

SAFEGUARD PROPERTIES MANAGEMENT, LLCEIN 90-0881590Plan #001PY 2016

7887 SAFEGUARD CIRCLE HUB PARKWAY - VALLEY VIEW, OH 44125800-852-8306LinkedIn1001-5000 employeesreal estate

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$18M

+9.2% from 2015

Total participants

1,492

-13.1% from 2015

Average account balance

$19,415

+25.1% from 2015

Annual return

6.72%

+6.44 pp from 2015

Benchmarks

See 110 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants1,000-4,999

Cohort110 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.07M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

483

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.

86.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.69M

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$163

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

1 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
FIFTH THIRD BANK RETIREMENT SERVICE2+ years Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263	Recordkeeping Fees	$7,579

Plan features & details

Pension benefit codes2E2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$8K

$6 / participant

Contract admin$8K100.0%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,415

$36,700-47.1%

$171,082-88.7%

$63,975-69.7%

Participation rate

55.8%

61.5%-5.8pp

76.7%-20.9pp

71.1%-15.4pp

Annual return

6.72%

12.80%-6.1pp

32.56%-25.8pp

48.65%-41.9pp

Employer contribution / active EE

$459

$1,210-62.1%

$4,002-88.5%

$2,182-79.0%

Participant deferral / active EE

$1,589

$2,696-41.1%

$4,797-66.9%

$3,356-52.7%

Admin fee / account holder

$68-87.9%

$8,520-99.9%

$70-88.4%

Provider

Service type

Compensation

FIFTH THIRD BANK RETIREMENT SERVICE2+ years

Service code 64

38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263

Recordkeeping Fees

$7,579

SAFEGUARD PROPERTIES MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFEGUARD PROPERTIES MANAGEMENT, LLC 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