Retirement plan

GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN

Name: GRAPHICS-ATLANTA, LLC - GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: GRAPHICS-ATLANTA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN, GRAPHICS-ATLANTA, LLC

GRAPHICS-ATLANTA, LLCEIN 58-1048174Plan #002PY 2017

2196 WEST PARK COURT - STONE MOUNTAIN, GA 30087770-498-4091graphicsinatlanta.comLinkedIn1-10 employeesprinting

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$20.1M

+19.2% from 2016

Total participants

544

+16.2% from 2016

Average account balance

$53,254

+20.8% from 2016

Annual return

29.92%

+21.47 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.34M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

435

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.

66.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.54M

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

+26.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$64

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 18 · EIN 58-2025040	Custodial (other than securities)	$12,079
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328	Recordkeeping	$3,273

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$7 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

0 / 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: FRAZIER & DEETER LLC
Auditor EIN: 581433845
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,254

$155,795-65.8%

$136,298-60.9%

$69,631-23.5%

Participation rate

62.8%

75.2%-12.4pp

81.9%-19.1pp

70.7%-7.9pp

Annual return

29.92%

232464.33%-232434.4pp

5156.27%-5126.4pp

27571.02%-27541.1pp

Employer contribution / active EE

$2,991-100.0%

$4,696-100.0%

$2,032-100.0%

Participant deferral / active EE

$2,237

$5,394-58.5%

$6,247-64.2%

$3,224-30.6%

Admin fee / account holder

$128-93.2%

$9,244-99.9%

$110-92.1%

Provider

Service type

Compensation

TD AMERITRADE, INC.3+ years

Filed as: TD AMERITRADE

Service code 18 · EIN 58-2025040

Custodial (other than securities)

$12,079

SWERDLIN & COMPANY3+ years

Service code 15 · EIN 58-1392124

5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328

Recordkeeping

$3,273

GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING 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