Retirement plan

GREENVILLE OFFICE SUPPLY, INC. SALARY SAVINGS PLAN

Name: GREENVILLE OFFICE SUPPLY CO., INC. - GREENVILLE OFFICE SUPPLY, INC. SALARY SAVINGS PLAN (2020) Form 5500
Creator: GREENVILLE OFFICE SUPPLY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENVILLE OFFICE SUPPLY, INC. SALARY SAVINGS PLAN, GREENVILLE OFFICE SUPPLY CO., INC.

GREENVILLE OFFICE SUPPLY CO., INC.EIN 57-0898368Plan #001PY 2020

310 E. FRONTAGE ROAD - GREENVILLE, SC 29602864-679-7502greenvillewinsupply.comLinkedIn11-50 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+21.8% from 2019

Total participants

0.0% from 2019

Average account balance

$37,119

-7.8% from 2019

Annual return

15.08%

-5.24 pp from 2019

Benchmarks

See 2,022 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,022 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$259K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27364

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

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

$69K

$1510 / participant

Other / not subdivided$69K100.0%

% of EOY assets

2.673%

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

$37,119

$63,861-41.9%

$104,625-64.5%

$79,852-53.5%

Participation rate

100.0%

64.9%+35.1pp

74.1%+25.9pp

69.6%+30.4pp

Annual return

15.08%

21.30%-6.2pp

340.60%-325.5pp

31.72%-16.6pp

Employer contribution / active EE

$1,329

$1,588-16.3%

$2,681-50.4%

$2,471-46.2%

Participant deferral / active EE

$3,274

$2,693+21.6%

$3,738-12.4%

$3,740-12.5%

Admin fee / account holder

$992

$4,185-76.3%

$6,465-84.7%

$5,306-81.3%

GREENVILLE OFFICE SUPPLY, INC. SALARY SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENVILLE OFFICE SUPPLY, INC. SALARY SAVINGS 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