Retirement plan

GREENER CORP PROFIT SHARING PLAN AND TRUST

Name: GREENER CORPORATION - GREENER CORP PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: GREENER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENER CORP PROFIT SHARING PLAN AND TRUST, GREENER CORPORATION

GREENER CORPORATIONEIN 22-1770394Plan #001PY 2017

4 HELMLY STREET - BAYVILLE, NJ 08721732-341-3880greenercorp.comLinkedIn11-50 employeespackaging and containers

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.4M

+17.8% from 2016

Total participants

+8.9% from 2016

Average account balance

$196,313

+9.7% from 2016

Annual return

14.94%

+6.69 pp from 2016

Benchmarks

See 14,969 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,969 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.24M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

101.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$753K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+7.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59160

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 codes2E2F2G2J3D

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

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

$265K

$5645 / participant

Other / not subdivided$265K100.0%

% of EOY assets

2.330%

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

$196,313

$67,606+190.4%

$82,313+138.5%

$70,124+180.0%

Participation rate

93.6%

72.8%+20.8pp

76.9%+16.7pp

69.5%+24.1pp

Annual return

14.94%

21.57%-6.6pp

25.88%-10.9pp

73.14%-58.2pp

Employer contribution / active EE

$4,681

$1,755+166.7%

$2,428+92.8%

$2,342+99.8%

Participant deferral / active EE

$6,413

$2,987+114.7%

$3,706+73.0%

$3,332+92.5%

Admin fee / account holder

$4,574

$4,512+1.4%

$5,608-18.4%

$4,645-1.5%

GREENER CORP PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENER CORP PROFIT SHARING PLAN AND TRUST

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