Retirement plan

CORBIN TURF AND ORNAMENTAL SUPPLY, INC. 401(K) PLAN

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

CORBIN TURF AND ORNAMENTAL SUPPLY, INC.EIN 57-0972754Plan #001PY 2017

1105 OLD BUNCOMBE ROAD - GREENVILLE, SC 29617864-233-2113corbinturf.comLinkedIn11-50 employeeswholesale

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+28.9% from 2016

Total participants

0.0% from 2016

Average account balance

$87,454

+28.9% from 2016

Annual return

16.68%

+9.97 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$167 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.263%

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

$87,454

$113,338-22.8%

$94,993-7.9%

$147,586-40.7%

Participation rate

68.2%

78.0%-9.8pp

73.9%-5.7pp

82.8%-14.6pp

Annual return

16.68%

20.80%-4.1pp

27.14%-10.5pp

578.59%-561.9pp

Employer contribution / active EE

$1,895

$3,160-40.0%

$2,603-27.2%

$4,876-61.1%

Participant deferral / active EE

$4,158

$3,777+10.1%

$3,317+25.4%

$5,439-23.5%

Admin fee / account holder

$230

$6,063-96.2%

$4,960-95.4%

$10,886-97.9%

CORBIN TURF AND ORNAMENTAL SUPPLY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORBIN TURF AND ORNAMENTAL SUPPLY, 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