Retirement plan

PRINCETON PROPERTY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

Name: PRINCETON PROPERTY MANAGEMENT, INC - PRINCETON PROPERTY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: PRINCETON PROPERTY MANAGEMENT, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINCETON PROPERTY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST, PRINCETON PROPERTY MANAGEMENT, INC

PRINCETON PROPERTY MANAGEMENT, INCEIN 93-0855814Plan #001PY 2017

7831 SE LAKE ROAD, SUITE 200 - MILWAUKIE, OR 97267503-794-9004princetonproperty.comLinkedIn201-500 employeesreal estate

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

+28.9% from 2016

Total participants

198

-3.9% from 2016

Average account balance

$8,406

+32.2% from 2016

Annual return

17.76%

+12.43 pp from 2016

Benchmarks

See 939 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort939 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.92M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

168

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.

83.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$373K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$341

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 2 by compensation

Provider	Service type	Compensation
INDEPENDENT RETIREMENT CONSULTING2 years Service code 13 · EIN 90-0451904 6500 SW MACADAM AVENUE, SUITE 185 · PORTLAND, OR 97239	Contract Administrator	$10,595
ERICKSON & CARNEGIE, LLP2 years Filed as: ERICKSON AND CARNEGIE, LLP Service code 10 · EIN 46-5607842	Accounting	$0

Plan features & details

Pension benefit codes2E3D2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$14K

$79 / participant

Contract admin$14K100.0%

% of EOY assets

0.868%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERICKSON & CARNEGIE, LLP
Auditor EIN: 465607842
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,406

$52,639-84.0%

$185,117-95.5%

$62,293-86.5%

Participation rate

96.6%

63.9%+32.8pp

77.3%+19.4pp

69.5%+27.1pp

Annual return

17.76%

19.57%-1.8pp

40.50%-22.7pp

28.90%-11.1pp

Employer contribution / active EE

$1,124

$1,483-24.2%

$4,182-73.1%

$2,042-45.0%

Participant deferral / active EE

$279

$3,097-91.0%

$5,045-94.5%

$3,169-91.2%

Admin fee / account holder

$73

$374-80.5%

$8,159-99.1%

$479-84.8%

Provider

Service type

Compensation

INDEPENDENT RETIREMENT CONSULTING2 years

Service code 13 · EIN 90-0451904

6500 SW MACADAM AVENUE, SUITE 185 · PORTLAND, OR 97239

Contract Administrator

$10,595

ERICKSON & CARNEGIE, LLP2 years

Filed as: ERICKSON AND CARNEGIE, LLP

Service code 10 · EIN 46-5607842

Accounting

PRINCETON PROPERTY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRINCETON PROPERTY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

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