Retirement plan

TEAM LANDSCAPING, LLC SECTION 401(K) PROFIT SHARING PLAN

Name: TEAM LANDSCAPING, LLC - TEAM LANDSCAPING, LLC SECTION 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: TEAM LANDSCAPING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEAM LANDSCAPING, LLC SECTION 401(K) PROFIT SHARING PLAN, TEAM LANDSCAPING, LLC

TEAM LANDSCAPING, LLCEIN 06-1500848Plan #001PY 2018

P.O. BOX 805 - NORTH BRANFORD, CT 064710000203-488-1549teamlandscaping.netLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$256K

-17.8% from 2017

Total participants

+8.3% from 2017

Average account balance

$25,644

-26.1% from 2017

Annual return

0.57%

-4.13 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$191K

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.

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38183

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$129K

$12912 / participant

Other / not subdivided$129K100.0%

% of EOY assets

50.350%

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

$25,644

$95,188-73.1%

$76,518-66.5%

$135,379-81.1%

Participation rate

70.0%

74.4%-4.4pp

68.0%+2.0pp

82.6%-12.6pp

Annual return

0.57%

4.85%-4.3pp

-0.27%+0.8pp

519.79%-519.2pp

Employer contribution / active EE

$1,027

$3,303-68.9%

$2,647-61.2%

$4,779-78.5%

Participant deferral / active EE

$6,139

$4,640+32.3%

$3,836+60.1%

$5,609+9.5%

Admin fee / account holder

$12,912

$6,249+106.6%

$4,849+166.3%

$10,828+19.2%

TEAM LANDSCAPING, LLC SECTION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEAM LANDSCAPING, LLC SECTION 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