Retirement plan

THE EVERGREEN ADVANTAGE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Name: THE EVERGREEN ADVANTAGE MANAGEMENT, INC. - THE EVERGREEN ADVANTAGE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: THE EVERGREEN ADVANTAGE MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE EVERGREEN ADVANTAGE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN, THE EVERGREEN ADVANTAGE MANAGEMENT, INC.

THE EVERGREEN ADVANTAGE MANAGEMENT, INC.EIN 27-0436160Plan #001PY 2018

1424 4TH STREET, SUITE 777 - SANTA MONICA, CA 90401310-587-3500LinkedIn1-10 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+15.5% from 2017

Total participants

0.0% from 2017

Average account balance

$368,853

+15.5% from 2017

Annual return

4.72%

-7.66 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.05M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+6.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13743

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 codes2E2F2J3D

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).
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

$14K

$3486 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.945%

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

$368,853

$211,946+74.0%

$169,452+117.7%

$135,382+172.5%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

4.72%

3.26%+1.5pp

1.83%+2.9pp

519.77%-515.0pp

Employer contribution / active EE

$13,500

$5,117+163.8%

$4,157+224.8%

$4,779+182.5%

Participant deferral / active EE

$24,500

$6,075+303.3%

$5,277+364.3%

$5,609+336.8%

Admin fee / account holder

$3,486

$11,472-69.6%

$9,110-61.7%

$10,829-67.8%

THE EVERGREEN ADVANTAGE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE EVERGREEN ADVANTAGE MANAGEMENT, INC. 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