Retirement plan

TRUGREEN PROFIT SHARING AND RETIREMENT PLAN

Name: TRUGREEN LIMITED PARTNERSHIP - TRUGREEN PROFIT SHARING AND RETIREMENT PLAN (2016) Form 5500
Creator: TRUGREEN LIMITED PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUGREEN PROFIT SHARING AND RETIREMENT PLAN, TRUGREEN LIMITED PARTNERSHIP

TRUGREEN LIMITED PARTNERSHIPEIN 36-3734669Plan #001PY 2016

1790 KIRBY PARKWAY, FORUM II, SUITE 300 - MEMPHIS, TN 38138844-313-8447

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$249.2M

-10.4% from 2016

Total participants

11,535

-1.6% from 2016

Average account balance

$22,780

-9.8% from 2016

Annual return

7.84%

-7.40 pp from 2016

Benchmarks

See 37 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort37 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$465.58M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

14,427

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.

81.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38.86M

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

+13.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393	Recordkeeping	$631,673
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES CONSULTING Service code 16 · EIN 13-2638166	Consulting	$63,750
BPS&M2+ years Service code 49 · EIN 62-0853448	Other Services	$16,484
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381	Advisory (Plan)	$7,853

Plan features & details

Pension benefit codes2E2F2G2K2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$722K

$79 / participant

Other / not subdivided$722K100.0%

% of EOY assets

0.290%

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: REYNOLDS, BONE, AND GRIESBECK
Auditor EIN: 620428728
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,780

$31,994-28.8%

$74,577-69.5%

$65,292-65.1%

Participation rate

93.5%

38.6%+54.8pp

68.1%+25.4pp

72.4%+21.0pp

Annual return

7.84%

18.54%-10.7pp

20.47%-12.6pp

11.84%-4.0pp

Employer contribution / active EE

$933

$793+17.7%

$2,525-63.0%

$2,302-59.4%

Participant deferral / active EE

$2,072

$1,345+54.0%

$3,458-40.1%

$3,579-42.1%

Admin fee / account holder

$66

$74-11.0%

$4,138-98.4%

$57+15.1%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.2+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$631,673

UBS FINANCIAL SERVICES INC2+ years

Filed as: UBS FINANCIAL SERVICES CONSULTING

Service code 16 · EIN 13-2638166

Consulting

$63,750

BPS&M2+ years

Service code 49 · EIN 62-0853448

Other Services

$16,484

MORNINGSTAR1 year

Filed as: MORNINGSTAR ASSOCIATES, LLC

Service code 27 · EIN 36-4317381

Advisory (Plan)

$7,853

TRUGREEN PROFIT SHARING AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUGREEN PROFIT SHARING AND 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