Retirement plan

MOBLEY GREENHOUSE, INC. 401K PROFIT SHARING PLAN

Name: MOBLEY GREENHOUSE, INC. - MOBLEY GREENHOUSE, INC. 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: MOBLEY GREENHOUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOBLEY GREENHOUSE, INC. 401K PROFIT SHARING PLAN, MOBLEY GREENHOUSE, INC.

MOBLEY GREENHOUSE, INC.EIN 58-2005069Plan #001PY 2018

405 TIFT AVENUE - TIFTON, GA 31794229-382-6960LinkedIn201-500 employeesfarming

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6.6M

+1.9% from 2017

Total participants

359

+7.5% from 2017

Average account balance

$24,922

-2.0% from 2017

Annual return

-5.82%

-17.14 pp from 2017

Benchmarks

See 441 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort441 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.18M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

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.

64.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$491K

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

+14.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10707

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

Top 2 by compensation

Provider	Service type	Compensation
CLEMENTS, PURVIS & STEWART, PC1 year Filed as: CLEMENTS, PURVIS & STEWART,P.C. Service code 10 · EIN 58-1414947 1201 MADISON AVENUE NORTH · DOUGLAS, GA 31534	Accounting	$10,500
ALLEN PRITCHETT & BASSETT, LLP1 year Service code 14 · EIN 58-1382220 405 TIFT AVENUE · TIFTON, GA 31794	Plan Administrator	$9,995

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$21K

$122 / participant

Contract admin$9124.3%
Other / not subdivided$20K95.7%

% of EOY assets

0.325%

all-in expense ratio

Categories reported

1 / 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: CLEMENTS, PURVIS & STEWART, P.C.
Auditor EIN: 581414947
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,922

$65,557-62.0%

$105,738-76.4%

$56,287-55.7%

Participation rate

46.0%

63.4%-17.4pp

76.3%-30.3pp

69.9%-23.8pp

Annual return

-5.82%

-1.32%-4.5pp

6.27%-12.1pp

-9.96%+4.1pp

Employer contribution / active EE

$1,056

$1,788-41.0%

$3,268-67.7%

$2,111-50.0%

Participant deferral / active EE

$2,304

$2,418-4.7%

$4,080-43.5%

$3,350-31.2%

Admin fee / account holder

$81

$561-85.6%

$6,913-98.8%

$521-84.4%

Provider

Service type

Compensation

CLEMENTS, PURVIS & STEWART, PC1 year

Filed as: CLEMENTS, PURVIS & STEWART,P.C.

Service code 10 · EIN 58-1414947

1201 MADISON AVENUE NORTH · DOUGLAS, GA 31534

Accounting

$10,500

ALLEN PRITCHETT & BASSETT, LLP1 year

Service code 14 · EIN 58-1382220

405 TIFT AVENUE · TIFTON, GA 31794

Plan Administrator

$9,995

MOBLEY GREENHOUSE, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOBLEY GREENHOUSE, INC. 401K 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