Retirement plan

CIM GROUP, L.P. 401(K) PLAN

Name: CIM GROUP, L.P. - CIM GROUP, L.P. 401(K) PLAN (2017) Form 5500
Creator: CIM GROUP, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CIM GROUP, L.P. 401(K) PLAN, CIM GROUP, L.P.

CIM GROUP, L.P.EIN 95-4799326Plan #001PY 2017

6922 HOLLYWOOD BLVD, SUITE 900 - LOS ANGELES, CA 90028323-860-4900creativemediacommunity.comLinkedIn501-1000 employeesfinancial services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$42.1M

+28.7% from 2016

Total participants

1,162

+40.3% from 2016

Average account balance

$45,625

-12.6% from 2016

Annual return

19.60%

+5.33 pp from 2016

Benchmarks

See 565 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort565 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$135.30M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

1,447

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87

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 4 by compensation

Provider	Service type	Compensation
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 55 9785 TOWNE CTR DR · SAN DIEGO, CA 92121	Other Commissions	$70,217
SAN DIEGO PENSION CONSULTANTS1 year Service code 13	Contract Administrator	$10,000
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$4,138
SAN DIEGO PENSION CONSULTANTS3+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111	Contract Administrator	$2,445

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$8 / participant

Contract admin$71311.2%
Other / not subdivided$6K88.8%

% of EOY assets

0.015%

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: JONES & MALHOTRA
Auditor EIN: 954668647
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,625

$46,966-2.9%

$185,117-75.4%

$69,631-34.5%

Participation rate

69.8%

65.3%+4.5pp

77.3%-7.5pp

70.7%-0.9pp

Annual return

19.60%

22.36%-2.8pp

40.50%-20.9pp

27571.02%-27551.4pp

Employer contribution / active EE

$1,736

$1,360+27.6%

$4,182-58.5%

$2,032-14.6%

Participant deferral / active EE

$5,993

$3,017+98.6%

$5,045+18.8%

$3,224+85.9%

Admin fee / account holder

$94-92.7%

$8,159-99.9%

$110-93.8%

Provider

Service type

Compensation

LPL FINANCIAL3+ years

Filed as: LPL FINANCIAL, LLC

Service code 55

9785 TOWNE CTR DR · SAN DIEGO, CA 92121

Other Commissions

$70,217

SAN DIEGO PENSION CONSULTANTS1 year

Service code 13

Contract Administrator

$10,000

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: GREAT WEST LIFE & ANNUITY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$4,138

SAN DIEGO PENSION CONSULTANTS3+ years

Filed as: SAN DIEGO PENSION CONSULTANTS, INC

Service code 13

5628 COPLEY DRIVE · SAN DIEGO, CA 92111

Contract Administrator

$2,445

CIM GROUP, L.P. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CIM GROUP, L.P. 401(K) 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