Retirement plan

GREINER AEROSPACE, INC. 401K PLAN

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

GREINER AEROSPACE, INC.EIN 56-2280372Plan #001PY 2017

7621 PEBBLE DRIVE, BUILDING 22 - FORT WORTH, TX 76118214-597-2444

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$1.4M

+34.3% from 2016

Total participants

101

-2.9% from 2016

Average account balance

$16,415

+35.9% from 2016

Annual return

19.24%

+9.14 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.34M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

84.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$229K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1060

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$111K

$1544 / participant

Other / not subdivided$111K100.0%

% of EOY assets

8.160%

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

$16,415

$85,766-80.9%

$136,298-88.0%

$70,126-76.6%

Participation rate

75.0%

74.2%+0.8pp

81.9%-6.9pp

69.5%+5.5pp

Annual return

19.24%

31.46%-12.2pp

5156.27%-5137.0pp

73.15%-53.9pp

Employer contribution / active EE

$1,268

$2,966-57.3%

$4,696-73.0%

$2,343-45.9%

Participant deferral / active EE

$2,257

$5,051-55.3%

$6,247-63.9%

$3,332-32.3%

Admin fee / account holder

$1,339

$5,421-75.3%

$9,244-85.5%

$4,645-71.2%

GREINER AEROSPACE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREINER AEROSPACE, INC. 401K 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