Retirement plan

GREENSCAPE, INC. 401(K) PLAN

Name: GREENSCAPE INC - GREENSCAPE, INC. 401(K) PLAN (2017) Form 5500
Creator: GREENSCAPE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENSCAPE, INC. 401(K) PLAN, GREENSCAPE INC

GREENSCAPE INCEIN 56-1228417Plan #001PY 2017

P O BOX 97 - HOLLY SPRINGS, NC 27540919-552-7742greenscapeinc.comLinkedIn51-200 employeescommercial real estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+25.4% from 2016

Total participants

122

+2.5% from 2016

Average account balance

$18,614

+29.4% from 2016

Annual return

16.07%

+14.22 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

23.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$219K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$930

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7725

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

Top 3 by compensation

Provider	Service type	Compensation
PENSION CORPORATION OF AMERICA2 years Service code 15 · EIN 31-1360674	Recordkeeping	$10,547
THOMAS JUDY & TUCKER PA2 years Service code 10 · EIN 56-1965804	Accounting	$10,100
OJM GROUP, LLC1 year Service code 26 · EIN 26-1258028	Advisory (Participants)	$7,366

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.
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.
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 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

$29K

$286 / participant

Investment mgmt$7K25.5%
Contract admin$11K39.5%
Other / not subdivided$10K35.0%

% of EOY assets

1.632%

all-in expense ratio

Categories reported

2 / 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: THOMAS JUDY & TUCKER PA
Auditor EIN: 561965804
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,614

$50,637-63.2%

$86,581-78.5%

$62,293-70.1%

Participation rate

73.3%

67.9%+5.4pp

73.5%-0.3pp

69.5%+3.8pp

Annual return

16.07%

20.80%-4.7pp

965.06%-949.0pp

28.90%-12.8pp

Employer contribution / active EE

$1,003

$2,075-51.7%

$2,840-64.7%

$2,042-50.9%

Participant deferral / active EE

$1,955

$2,611-25.1%

$3,609-45.8%

$3,169-38.3%

Admin fee / account holder

$304

$413-26.5%

$4,904-93.8%

$479-36.6%

Provider

Service type

Compensation

PENSION CORPORATION OF AMERICA2 years

Service code 15 · EIN 31-1360674

Recordkeeping

$10,547

THOMAS JUDY & TUCKER PA2 years

Service code 10 · EIN 56-1965804

Accounting

$10,100

OJM GROUP, LLC1 year

Service code 26 · EIN 26-1258028

Advisory (Participants)

$7,366

GREENSCAPE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENSCAPE, INC. 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