Retirement plan

GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN

Name: GENTLE GIANT EMPLOYMENT COMPANY, LLC - GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: GENTLE GIANT EMPLOYMENT COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN, GENTLE GIANT EMPLOYMENT COMPANY, LLC

GENTLE GIANT EMPLOYMENT COMPANY, LLCEIN 26-1450182Plan #001PY 2019

29 HARDING ST - SOMERVILLE, MA 02143617-806-1003

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$22.4M

+22.5% from 2018

Total participants

318

+16.9% from 2018

Average account balance

$126,565

+4.5% from 2018

Annual return

23.62%

+30.87 pp from 2018

Benchmarks

See 708 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort708 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.62M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

199

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.

82.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$218

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,265

Plan features & details

Pension benefit codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$8 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.010%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BERRY DUNN MCNEIL & PARKER LLC
Auditor EIN: 010523282
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$126,565

$46,423+172.6%

$75,894+66.8%

$67,579+87.3%

Participation rate

48.5%

63.1%-14.5pp

69.3%-20.7pp

71.3%-22.7pp

Annual return

23.62%

32.29%-8.7pp

30.76%-7.1pp

378.56%-354.9pp

Employer contribution / active EE

$1,484

$1,406+5.5%

$2,501-40.7%

$2,148-30.9%

Participant deferral / active EE

$3,197

$2,564+24.7%

$3,603-11.3%

$3,539-9.7%

Admin fee / account holder

$13

$132-90.4%

$5,420-99.8%

$142-91.1%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,265

GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENTLE GIANT EMPLOYMENT COMPANY, LLC 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