Retirement plan

OAKLEAF LANDSCAPE, INC RETIREMENT PLAN

Name: OAKLEAF LANDSCAPE, INC - OAKLEAF LANDSCAPE, INC RETIREMENT PLAN (2022) Form 5500
Creator: OAKLEAF LANDSCAPE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OAKLEAF LANDSCAPE, INC RETIREMENT PLAN, OAKLEAF LANDSCAPE, INC

OAKLEAF LANDSCAPE, INCEIN 04-3464094Plan #001PY 2022

P.O. BOX 744 - WEST TISBURY, MA 02575508-696-8869oakleaflandscape.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$952K

-16.3% from 2021

Total participants

-16.1% from 2021

Average account balance

$63,461

-16.3% from 2021

Annual return

-19.53%

-33.46 pp from 2021

Benchmarks

See 17,023 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,023 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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 codes2E2F2G2J3D

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.
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

$200

$11 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.021%

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

$63,461

$93,117-31.8%

$77,096-17.7%

$134,532-52.8%

Participation rate

38.9%

74.5%-35.6pp

67.9%-29.0pp

81.2%-42.3pp

Annual return

-19.53%

62.67%-82.2pp

42.35%-61.9pp

418.27%-437.8pp

Employer contribution / active EE

$1,022

$3,420-70.1%

$2,814-63.7%

$4,741-78.4%

Participant deferral / active EE

$1,021

$5,241-80.5%

$4,429-76.9%

$6,401-84.0%

Admin fee / account holder

$13

$6,948-99.8%

$5,428-99.8%

$11,429-99.9%

OAKLEAF LANDSCAPE, INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OAKLEAF LANDSCAPE, INC RETIREMENT 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