Retirement plan

CHANDLER REAL ESTATE INVEST 401(K) PROFIT SHARING PLAN AND TRUST

Name: CHANDLER REAL ESTATE INVEST - CHANDLER REAL ESTATE INVEST 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: CHANDLER REAL ESTATE INVEST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHANDLER REAL ESTATE INVEST 401(K) PROFIT SHARING PLAN AND TRUST, CHANDLER REAL ESTATE INVEST

CHANDLER REAL ESTATE INVESTEIN 94-2616812Plan #001PY 2017

2799 CALIFORNIA STREET - SAN FRANCISCO, CA 94115415-921-5733chandlerproperties.comLinkedIn11-50 employeesreal estate

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.2M

+23.6% from 2016

Total participants

+3.4% from 2016

Average account balance

$66,077

-3.9% from 2016

Annual return

15.23%

+6.38 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

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

+11.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42163

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$45 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.095%

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

$66,077

$62,672+5.4%

$185,117-64.3%

$70,124-5.8%

Participation rate

52.0%

63.8%-11.8pp

77.3%-25.3pp

69.5%-17.5pp

Annual return

15.23%

40.79%-25.6pp

40.50%-25.3pp

73.14%-57.9pp

Employer contribution / active EE

$1,753-100.0%

$4,182-100.0%

$2,342-100.0%

Participant deferral / active EE

$3,209

$3,272-1.9%

$5,045-36.4%

$3,332-3.7%

Admin fee / account holder

$63

$3,932-98.4%

$8,159-99.2%

$4,645-98.7%

CHANDLER REAL ESTATE INVEST 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHANDLER REAL ESTATE INVEST 401(K) 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