Retirement plan

LEE PEYTON TREE SERVICE, INC. 401(K) SAFE HARBOR PLAN

Name: LEE PEYTON TREE SERVICE, INC. - LEE PEYTON TREE SERVICE, INC. 401(K) SAFE HARBOR PLAN (2020) Form 5500
Creator: LEE PEYTON TREE SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEE PEYTON TREE SERVICE, INC. 401(K) SAFE HARBOR PLAN, LEE PEYTON TREE SERVICE, INC.

LEE PEYTON TREE SERVICE, INC.EIN 20-0881597Plan #001PY 2020

16105 MORROW ROAD - POOLESVILLE, MD 20837301-770-2415

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$262K

+25.9% from 2019

Total participants

0.0% from 2019

Average account balance

$13,078

+32.2% from 2019

Annual return

16.60%

-5.91 pp from 2019

Benchmarks

See 14,139 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,139 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$425K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

146.2%

Not enough data

1 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

+10.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1920

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 codes2E2F2G2J2T3D

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.
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

$9K

$655 / participant

Other / not subdivided$9K100.0%

% of EOY assets

3.256%

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

$13,078

$109,344-88.0%

$89,400-85.4%

$158,950-91.8%

Participation rate

92.3%

74.3%+18.0pp

68.0%+24.3pp

82.0%+10.3pp

Annual return

16.60%

345.73%-329.1pp

245.64%-229.0pp

302.91%-286.3pp

Employer contribution / active EE

$708

$3,170-77.7%

$2,586-72.6%

$4,762-85.1%

Participant deferral / active EE

$1,402

$4,599-69.5%

$3,890-64.0%

$5,983-76.6%

Admin fee / account holder

$426

$6,154-93.1%

$4,882-91.3%

$11,248-96.2%

LEE PEYTON TREE SERVICE, INC. 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEE PEYTON TREE SERVICE, INC. 401(K) SAFE HARBOR 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