Retirement plan

GREENPAGES, INC. 401(K) PLAN

Name: GREENPAGES, INC. - GREENPAGES, INC. 401(K) PLAN (2016) Form 5500
Creator: GREENPAGES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENPAGES, INC. 401(K) PLAN, GREENPAGES, INC.

GREENPAGES, INC.EIN 01-0504323Plan #001PY 2016

33 BADGERS ISLAND WEST, PO BOX 9001 - KITTERY, ME 03904207-439-7310bluemantis.comLinkedIn201-500 employeesinformation technology and services

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$11.1M

+17.5% from 2015

Total participants

219

-0.9% from 2015

Average account balance

$58,640

+12.0% from 2015

Annual return

10.12%

+14.66 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.60M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

321

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.

82.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.43M

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$191

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 3 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping Fees	$19,816
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533423	Advisory (Plan)	$14,220
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092	Contract Administrator	$3,338

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$38K

$234 / participant

Investment mgmt$34K90.5%
Other / not subdivided$4K9.5%

% of EOY assets

0.340%

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: PAVENTO, RATCLIFFE, RENZI & CO, LLC
Auditor EIN: 043530932
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,640

$75,183-22.0%

$123,894-52.7%

$55,167+6.3%

Participation rate

81.4%

72.8%+8.5pp

81.4%0pp

69.0%+12.4pp

Annual return

10.12%

19.01%-8.9pp

47.52%-37.4pp

169.23%-159.1pp

Employer contribution / active EE

$1,788

$2,823-36.7%

$4,617-61.3%

$1,963-8.9%

Participant deferral / active EE

$6,989

$5,084+37.5%

$5,984+16.8%

$3,054+128.8%

Admin fee / account holder

$199

$663-69.9%

$8,357-97.6%

$504-60.4%

Provider

Service type

Compensation

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH AND MANAGEMENT

Service code 64

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping Fees

$19,816

COMMONWEALTH FINANCIAL NETWORK2+ years

Service code 27

29 SAWYER ROAD · WALTHAM, MA 024533423

Advisory (Plan)

$14,220

PENSION ASSURANCE LLP2+ years

Filed as: THE PENSION SERVICE, INC.

Service code 13 · EIN 16-0874395

THE EDWARDS BLOCK · WESTBROOK, ME 04092

Contract Administrator

$3,338

GREENPAGES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENPAGES, INC. 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