Retirement plan

GARD NORTH AMERICA, INC. 401K PLAN

Name: GARD NORTH AMERICA, INC. - GARD NORTH AMERICA, INC. 401K PLAN (2017) Form 5500
Creator: GARD NORTH AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARD NORTH AMERICA, INC. 401K PLAN, GARD NORTH AMERICA, INC.

GARD NORTH AMERICA, INC.EIN 13-3836605Plan #001PY 2017

40 FULTON STREET - 16TH FLOOR - NEW YORK, NY 10038212-425-5100LinkedIn11-50 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.6M

+12.3% from 2016

Total participants

0.0% from 2016

Average account balance

$479,441

+12.3% from 2016

Annual return

19.38%

+11.01 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.16M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$915K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$57K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$97226

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 codes2E2G2J3D2F

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$65729 / participant

Other / not subdivided$1M100.0%

% of EOY assets

12.948%

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

$479,441

$101,063+374.4%

$81,473+488.5%

$147,585+224.9%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

19.38%

32.41%-13.0pp

38.78%-19.4pp

578.58%-559.2pp

Employer contribution / active EE

$20,172

$3,206+529.3%

$2,568+685.5%

$4,876+313.7%

Participant deferral / active EE

$13,595

$4,242+220.5%

$3,537+284.4%

$5,439+150.0%

Admin fee / account holder

$62,077

$5,812+968.0%

$4,561+1261.0%

$10,886+470.3%

GARD NORTH AMERICA, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARD NORTH AMERICA, INC. 401K 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