Retirement plan

THE GREENTREE GROUP, INC. PROFIT SHARING PLAN

Name: THE GREENTREE GROUP, INC. - THE GREENTREE GROUP, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: THE GREENTREE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE GREENTREE GROUP, INC. PROFIT SHARING PLAN, THE GREENTREE GROUP, INC.

THE GREENTREE GROUP, INC.EIN 31-1369924Plan #001PY 2017

1360 TECHNOLOGY COURT, SUITE 100 - BEAVERCREEK, OH 45430937-490-5515greentreegroup.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$7.5M

+15.7% from 2016

Total participants

149

+14.6% from 2016

Average account balance

$59,246

+2.9% from 2016

Annual return

20.40%

+14.90 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.89M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

177

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$301

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 2 by compensation

Provider	Service type	Compensation
COMMONWEALTH FINANCIAL NETWORK2 years Service code 27 · EIN 04-2675571	Advisory (Plan)	$14,442
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 37 · EIN 04-2647786	Loan Processing	$725

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$15K

$143 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.203%

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: MESARVEY, RUSSELL & CO., LLC.
Auditor EIN: 311613938
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,246

$80,753-26.6%

$136,298-56.5%

$62,293-4.9%

Participation rate

78.3%

73.5%+4.8pp

81.9%-3.6pp

69.5%+8.8pp

Annual return

20.40%

35.83%-15.4pp

5156.27%-5135.9pp

28.90%-8.5pp

Employer contribution / active EE

$978

$2,884-66.1%

$4,696-79.2%

$2,042-52.1%

Participant deferral / active EE

$4,763

$5,164-7.8%

$6,247-23.8%

$3,169+50.3%

Admin fee / account holder

$120

$525-77.1%

$9,244-98.7%

$479-74.9%

Provider

Service type

Compensation

COMMONWEALTH FINANCIAL NETWORK2 years

Service code 27 · EIN 04-2675571

Advisory (Plan)

$14,442

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 37 · EIN 04-2647786

Loan Processing

$725

THE GREENTREE GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE GREENTREE GROUP, 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