Retirement plan

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

Name: TEAM LANDSCAPING, LLC - TEAM LANDSCAPING, LLC SECTION 401(K) PROFIT SHARING PLAN (2019) 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 2019

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

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$325K

+26.8% from 2018

Total participants

+7.7% from 2018

Average account balance

$32,514

+26.8% from 2018

Annual return

-0.31%

-0.88 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$108 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.364%

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

$32,514

$104,937-69.0%

$84,628-61.6%

$152,897-78.7%

Participation rate

63.6%

74.8%-11.2pp

68.2%-4.6pp

82.5%-18.8pp

Annual return

-0.31%

373.88%-374.2pp

258.80%-259.1pp

345.43%-345.7pp

Employer contribution / active EE

$888

$3,303-73.1%

$2,653-66.5%

$4,764-81.4%

Participant deferral / active EE

$5,429

$4,690+15.8%

$3,900+39.2%

$5,851-7.2%

Admin fee / account holder

$118

$6,243-98.1%

$4,914-97.6%

$11,599-99.0%

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