Retirement plan

GREENLEAF LANDSCAPES, INC. RETIREMENT PLAN

Name: GREENLEAF LANDSCAPES, INC. - GREENLEAF LANDSCAPES, INC. RETIREMENT PLAN (2018) Form 5500
Creator: GREENLEAF LANDSCAPES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENLEAF LANDSCAPES, INC. RETIREMENT PLAN, GREENLEAF LANDSCAPES, INC.

GREENLEAF LANDSCAPES, INC.EIN 31-0988356Plan #001PY 2018

414 MUSKINGUM DR. - MARIETTA, OH 45750740-373-1639

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+11.7% from 2017

Total participants

-5.7% from 2017

Average account balance

$56,398

+18.4% from 2017

Annual return

8.24%

-4.14 pp from 2017

Benchmarks

See 1,775 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,775 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

128.2%

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

+9.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12689

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 codes2E2F2H2J3D2R

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$49K

$1353 / participant

Other / not subdivided$49K100.0%

% of EOY assets

1.727%

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

$56,398

$52,836+6.7%

$105,738-46.7%

$64,173-12.1%

Participation rate

100.0%

66.5%+33.5pp

76.3%+23.7pp

69.6%+30.4pp

Annual return

8.24%

14.30%-6.1pp

6.27%+2.0pp

7.63%+0.6pp

Employer contribution / active EE

$1,524

$1,827-16.6%

$3,268-53.4%

$2,381-36.0%

Participant deferral / active EE

$2,258

$2,545-11.3%

$4,080-44.7%

$3,470-34.9%

Admin fee / account holder

$974

$3,959-75.4%

$6,913-85.9%

$4,887-80.1%

GREENLEAF LANDSCAPES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENLEAF LANDSCAPES, INC. RETIREMENT 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