Retirement plan

OCEANVIEW LANDSCAPE, INC. 401(K) PLAN

Name: OCEANVIEW LANDSCAPE, INC. - OCEANVIEW LANDSCAPE, INC. 401(K) PLAN (2021) Form 5500
Creator: OCEANVIEW LANDSCAPE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCEANVIEW LANDSCAPE, INC. 401(K) PLAN, OCEANVIEW LANDSCAPE, INC.

OCEANVIEW LANDSCAPE, INC.EIN 27-4757752Plan #001PY 2021

P.O. BOX 2623 - SOUTHAMPTON, NY 11969631-283-1663oceanviewlandscapes.comLinkedIn1-10 employeesenvironmental services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$265K

+46.0% from 2020

Total participants

+17.4% from 2020

Average account balance

$17,646

+26.5% from 2020

Annual return

12.53%

-2.42 pp from 2020

Benchmarks

See 15,329 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,329 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$948K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

61.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$269

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

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

$4K

$173 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.376%

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

$17,646

$114,093-84.5%

$96,171-81.7%

$167,536-89.5%

Participation rate

42.9%

75.1%-32.2pp

68.4%-25.6pp

82.1%-39.3pp

Annual return

12.53%

190.00%-177.5pp

192.04%-179.5pp

478.82%-466.3pp

Employer contribution / active EE

$907

$3,429-73.6%

$2,799-67.6%

$4,839-81.3%

Participant deferral / active EE

$2,154

$5,197-58.5%

$4,350-50.5%

$6,342-66.0%

Admin fee / account holder

$243

$6,899-96.5%

$5,538-95.6%

$12,315-98.0%

OCEANVIEW LANDSCAPE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OCEANVIEW LANDSCAPE, INC. 401(K) 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