Retirement plan

VENTURE PERFORMANCE, INC. RETIREMENT PLAN

Name: VENTURE PERFORMANCE, INC. DBA GREEN PEAK PARTNERS - VENTURE PERFORMANCE, INC. RETIREMENT PLAN (2022) Form 5500
Creator: VENTURE PERFORMANCE, INC. DBA GREEN PEAK PARTNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VENTURE PERFORMANCE, INC. RETIREMENT PLAN, VENTURE PERFORMANCE, INC. DBA GREEN PEAK PARTNERS

VENTURE PERFORMANCE, INC. DBA GREEN PEAK PARTNERSEIN 04-3681793Plan #001PY 2022

P.O. BOX 6064 - DENVER, CO 80206303-550-0057

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-14.3% from 2021

Total participants

-9.1% from 2021

Average account balance

$158,980

-5.7% from 2021

Annual return

-17.03%

-17.03 pp from 2021

Benchmarks

See 17,029 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,029 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.49M

Not enough data

1 years with asset history on file

Average account balance

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

$312K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

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

+13.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21892

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 codes2E2J2T3B3D2F

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$50K

$25219 / participant

Other / not subdivided$50K100.0%

% of EOY assets

3.173%

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

$158,980

$93,098+70.8%

$77,081+106.3%

$134,509+18.2%

Participation rate

100.0%

74.5%+25.5pp

67.9%+32.1pp

81.2%+18.8pp

Annual return

-17.03%

62.63%-79.7pp

42.33%-59.4pp

418.13%-435.2pp

Employer contribution / active EE

$32,582

$3,419+852.9%

$2,813+1058.1%

$4,741+587.3%

Participant deferral / active EE

$16,500

$5,239+214.9%

$4,428+272.6%

$6,400+157.8%

Admin fee / account holder

$5,044

$6,945-27.4%

$5,427-7.1%

$11,427-55.9%

VENTURE PERFORMANCE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VENTURE PERFORMANCE, 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