Retirement plan

RUSSELL LANDSCAPE 401(K) PLAN

Name: RUSSELL LANDSCAPE GROUP, INC. - RUSSELL LANDSCAPE 401(K) PLAN (2023) Form 5500
Creator: RUSSELL LANDSCAPE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUSSELL LANDSCAPE 401(K) PLAN, RUSSELL LANDSCAPE GROUP, INC.

RUSSELL LANDSCAPE GROUP, INC.EIN 58-1556828Plan #002PY 2023

4300 WOODWARD WAY - SUGAR HILL, GA 30518770-446-3552russelllandscapegroup.comLinkedIn201-500 employeesconsumer services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.8M

+58.1% from 2022

Total participants

564

+28.2% from 2022

Average account balance

$6,201

+25.3% from 2022

Annual return

22.47%

+46.90 pp from 2022

Benchmarks

See 820 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort820 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.97M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

516

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$936K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.09%

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

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
VALIC RETIREMENT SERVICES COMPANY1 year Filed as: THE VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019	Contract Administrator	$10,806

Plan features & details

Pension benefit codes2E2F2G2J2K2S3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$11K

$29 / participant

Contract admin$11K100.0%

% of EOY assets

0.380%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SMITH & HOWARD
Auditor EIN: 581250486
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,201

$40,435-84.7%

$80,627-92.3%

$74,460-91.7%

Participation rate

71.6%

47.4%+24.2pp

67.0%+4.6pp

70.7%+0.9pp

Annual return

22.47%

165.19%-142.7pp

936.76%-914.3pp

34.38%-11.9pp

Employer contribution / active EE

$626

$1,498-58.2%

$2,723-77.0%

$2,638-76.3%

Participant deferral / active EE

$1,635

$2,673-38.8%

$4,443-63.2%

$4,530-63.9%

Admin fee / account holder

$24

$721-96.7%

$5,381-99.6%

$348-93.2%

Provider

Service type

Compensation

VALIC RETIREMENT SERVICES COMPANY1 year

Filed as: THE VARIABLE ANNUITY LIFE INS CO

Service code 13 · EIN 74-1625348

2929 ALLEN PARKWAY · HOUSTON, TX 77019

Contract Administrator

$10,806

RUSSELL LANDSCAPE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUSSELL LANDSCAPE 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