Retirement plan

MANLIUS TRUE VALUE PROFIT SHARING PLAN

Name: GREENE SENTRY HARDWARE, INC. - MANLIUS TRUE VALUE PROFIT SHARING PLAN (2018) Form 5500
Creator: GREENE SENTRY HARDWARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANLIUS TRUE VALUE PROFIT SHARING PLAN, GREENE SENTRY HARDWARE, INC.

GREENE SENTRY HARDWARE, INC.EIN 15-0625901Plan #001PY 2018

8225 CAZENOVIA RD. - MANLIUS, NY 13104315-682-6531

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-2.7% from 2017

Total participants

+7.7% from 2017

Average account balance

$108,855

-10.2% from 2017

Annual return

-4.96%

-23.12 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.68M

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3822

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 codes2E2G2T3D

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.
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.
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

$87K

$6203 / participant

Other / not subdivided$87K100.0%

% of EOY assets

6.137%

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

$108,855

$95,979+13.4%

$74,551+46.0%

$135,380-19.6%

Participation rate

92.9%

75.7%+17.2pp

69.1%+23.7pp

82.6%+10.2pp

Annual return

-4.96%

56.97%-61.9pp

32.53%-37.5pp

519.81%-524.8pp

Employer contribution / active EE

$8,571

$2,716+215.6%

$1,961+337.1%

$4,779+79.4%

Participant deferral / active EE

$3,844-100.0%

$3,108-100.0%

$5,609-100.0%

Admin fee / account holder

$6,681

$6,522+2.4%

$5,059+32.0%

$10,828-38.3%

MANLIUS TRUE VALUE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANLIUS TRUE VALUE 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