Retirement plan

G.L.R., INC. PROFIT SHARING PLAN

Name: G.L.R., INC. - G.L.R., INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: G.L.R., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G.L.R., INC. PROFIT SHARING PLAN, G.L.R., INC.

G.L.R., INC.EIN 31-1211289Plan #001PY 2018

3795 WYSE ROAD - DAYTON, OH 45414937-890-0510

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.9M

-1.2% from 2017

Total participants

+30.6% from 2017

Average account balance

$104,953

-22.6% from 2017

Annual return

-9.96%

-15.72 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.83M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$686K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7780

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 codes2E2G2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$266 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.309%

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

$104,953

$57,352+83.0%

$83,830+25.2%

$64,173+63.5%

Participation rate

77.8%

68.6%+9.2pp

76.1%+1.6pp

69.6%+8.2pp

Annual return

-9.96%

11.38%-21.3pp

850.97%-860.9pp

7.63%-17.6pp

Employer contribution / active EE

$2,610

$2,546+2.6%

$3,631-28.1%

$2,381+9.6%

Participant deferral / active EE

$5,302

$2,993+77.2%

$4,082+29.9%

$3,470+52.8%

Admin fee / account holder

$324

$4,046-92.0%

$5,479-94.1%

$4,887-93.4%

G.L.R., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G.L.R., INC. 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