Retirement plan

EVERGREEN MANAGEMENT SERVICES 401(K) PLAN

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

EVERGREEN MANAGEMENT SERVICES, INC.EIN 46-0462989Plan #001PY 2021

430 ORIOLE DRIVE - SPEARFISH, SD 57783605-642-4744

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$370K

+24.3% from 2020

Total participants

-15.0% from 2020

Average account balance

$21,789

+2.3% from 2020

Annual return

3.98%

-10.06 pp from 2020

Benchmarks

See 1,086 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,086 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$461K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6274

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 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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$849

$53 / participant

Other / not subdivided$849100.0%

% of EOY assets

0.229%

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

$21,789

$884,045-97.5%

$453,569-95.2%

$167,536-87.0%

Participation rate

100.0%

81.6%+18.4pp

78.0%+22.0pp

82.1%+17.9pp

Annual return

3.98%

29.49%-25.5pp

64.43%-60.5pp

478.82%-474.8pp

Employer contribution / active EE

$1,427

$5,538-74.2%

$4,072-65.0%

$4,839-70.5%

Participant deferral / active EE

$2,408

$7,898-69.5%

$6,211-61.2%

$6,342-62.0%

Admin fee / account holder

$50

$22,063-99.8%

$11,214-99.6%

$12,315-99.6%

EVERGREEN MANAGEMENT SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVERGREEN MANAGEMENT SERVICES 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