Retirement plan

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

Name: GRAPHICS-ATLANTA, LLC - GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN (2022) 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 2022

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)

$25.3M

-20.9% from 2021

Total participants

533

-4.0% from 2021

Average account balance

$67,931

-18.3% from 2021

Annual return

-17.54%

-38.05 pp from 2021

Benchmarks

See 3,158 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,158 peers

Snapshot2022

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 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 55788 · BOSTON, MA 02205	Recordkeeping	$2,775

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

$3K

$7 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FRAZIER & DEETER LLC
Auditor EIN: 581433845
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,931

$82,188-17.3%

$125,391-45.8%

$64,824+4.8%

Participation rate

60.9%

77.9%-17.0pp

82.4%-21.5pp

71.5%-10.6pp

Annual return

-17.54%

3.50%-21.0pp

572.41%-590.0pp

32.84%-50.4pp

Employer contribution / active EE

$3,617-100.0%

$4,816-100.0%

$2,507-100.0%

Participant deferral / active EE

$3,115

$7,177-56.6%

$7,448-58.2%

$4,311-27.8%

Admin fee / account holder

$163-95.4%

$10,009-99.9%

$188-96.0%

Provider

Service type

Compensation

ASCENSUS LLC3 years

Filed as: FUTUREPLAN BY ASCENSUS

Service code 15

PO BOX 55788 · BOSTON, MA 02205

Recordkeeping

$2,775

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