Retirement plan

CLEAN CUT LANDSCAPE 401(K) RETIREMENT PLAN

Name: CLEAN CUT LANDSCAPE INCORPORATED - CLEAN CUT LANDSCAPE 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: CLEAN CUT LANDSCAPE INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEAN CUT LANDSCAPE 401(K) RETIREMENT PLAN, CLEAN CUT LANDSCAPE INCORPORATED

CLEAN CUT LANDSCAPE INCORPORATEDEIN 46-0627989Plan #001PY 2019

8406 N. ARMSTRONG AVENUE - CLOVIS, CA 93619559-322-2041

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$467K

+44.4% from 2018

Total participants

-30.8% from 2018

Average account balance

$19,450

+92.6% from 2018

Annual return

20.68%

+33.35 pp from 2018

Benchmarks

See 13,235 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,235 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$550K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

61.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

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

+12.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17649

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 codes2E2G2J2T3D

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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$63K

$2630 / participant

Other / not subdivided$63K100.0%

% of EOY assets

13.523%

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

$19,450

$104,953-81.5%

$84,637-77.0%

$152,909-87.3%

Participation rate

87.5%

74.8%+12.7pp

68.2%+19.3pp

82.5%+5.0pp

Annual return

20.68%

373.94%-353.3pp

258.82%-238.1pp

345.46%-324.8pp

Employer contribution / active EE

$5,212

$3,304+57.8%

$2,653+96.4%

$4,764+9.4%

Participant deferral / active EE

$417

$4,691-91.1%

$3,900-89.3%

$5,851-92.9%

Admin fee / account holder

$2,630

$6,244-57.9%

$4,914-46.5%

$11,601-77.3%

CLEAN CUT LANDSCAPE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLEAN CUT LANDSCAPE 401(K) 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