Retirement plan

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

Name: GRAPHICS-ATLANTA, LLC - GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN (2018) 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 2018

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

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$19.1M

-5.0% from 2017

Total participants

596

+9.6% from 2017

Average account balance

$51,262

-3.7% from 2017

Annual return

-3.67%

-33.59 pp from 2017

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

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
SWERDLIN & COMPANY4+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328	Recordkeeping	$23,536
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 18 · EIN 58-2025040	Custodial (other than securities)	$13,133

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.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24K

$48 / participant

Other / not subdivided$24K100.0%

% of EOY assets

0.123%

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

$51,262

$75,388-32.0%

$123,553-58.5%

$55,725-8.0%

Participation rate

54.1%

75.7%-21.6pp

82.3%-28.2pp

70.9%-16.8pp

Annual return

-3.67%

4.48%-8.1pp

119.21%-122.9pp

244.93%-248.6pp

Employer contribution / active EE

$3,063-100.0%

$4,628-100.0%

$2,078-100.0%

Participant deferral / active EE

$2,147

$5,651-62.0%

$6,426-66.6%

$3,356-36.0%

Admin fee / account holder

$63

$120-47.2%

$9,284-99.3%

$115-45.1%

Provider

Service type

Compensation

SWERDLIN & COMPANY4+ years

Service code 15 · EIN 58-1392124

5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328

Recordkeeping

$23,536

TD AMERITRADE, INC.4+ years

Filed as: TD AMERITRADE

Service code 18 · EIN 58-2025040

Custodial (other than securities)

$13,133

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