Retirement plan

THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN

Name: GRODEN CENTER, INC. - THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: GRODEN CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN, GRODEN CENTER, INC.

GRODEN CENTER, INC.EIN 05-0369378Plan #003PY 2019

610 MANTON AVENUE - PROVIDENCE, RI 029095633401-751-3860LinkedIn51-200 employeeslaw enforcement

Other plans on this EIN

1 filing

#002Retirement-$8.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$14.3M

+16.0% from 2018

Total participants

567

-1.4% from 2018

Average account balance

$25,517

+15.6% from 2018

Annual return

15.06%

+19.88 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.83M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

787

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.

85.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.27M

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

+11.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP5+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022	Investment management; Recordkeeping ...	$2,800

Plan features & details

Pension benefit codes2A2G2J

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$33 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.084%

all-in expense ratio

Categories reported

0 / 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: MULLEN SCORPIO CERILLI
Auditor EIN: 050392605
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,517

$62,928-59.4%

$172,753-85.2%

$67,582-62.2%

Participation rate

98.3%

64.5%+33.9pp

82.6%+15.7pp

71.3%+27.1pp

Annual return

15.06%

30.36%-15.3pp

803.00%-787.9pp

378.57%-363.5pp

Employer contribution / active EE

$553

$1,636-66.2%

$5,144-89.2%

$2,148-74.2%

Participant deferral / active EE

$2,883

$2,145+34.4%

$5,198-44.5%

$3,539-18.6%

Admin fee / account holder

$21

$167-87.1%

$13,956-99.8%

$142-84.9%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP5+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12 · EIN 13-1614399

320 PARK AVENUE · NEW YORK, NY 10022

Investment management; Recordkeeping ...

$2,800

THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE GRODEN CENTER, INC. 401(K) PROFIT SHARING 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