Retirement plan

MOBLEY GREENHOUSE, INC. 401K PROFIT SHARING PLAN

Name: MOBLEY GREENHOUSE, INC. - MOBLEY GREENHOUSE, INC. 401K PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$9.8M

+32.2% from 2019

Total participants

209

-0.5% from 2019

Average account balance

$78,709

+24.7% from 2019

Annual return

27.07%

+11.59 pp from 2019

Benchmarks

See 495 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort495 peers

Snapshot2020

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 3 by compensation

Provider	Service type	Compensation
EDWARD JONES1 year Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131	Advisory (Plan)	$16,105
CLEMENTS, PURVIS & STEWART, PC3 years Filed as: CLEMENTS, PURVIS & STEWART,P.C. Service code 10 · EIN 58-1414947 1201 MADISON AVENUE NORTH · DOUGLAS, GA 31534	Accounting	$12,000
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$816

Plan features & details

Pension benefit codes2E2G2J2K3D3H

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.
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.
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

$29K

$181 / participant

Contract admin$17K59.0%
Other / not subdivided$12K41.0%

% of EOY assets

0.300%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,709

$59,328+32.7%

$118,946-33.8%

$73,493+7.1%

Participation rate

47.5%

62.3%-14.8pp

75.4%-27.9pp

70.7%-23.2pp

Annual return

27.07%

19.13%+7.9pp

35.89%-8.8pp

28.51%-1.4pp

Employer contribution / active EE

$1,454

$1,803-19.4%

$3,263-55.4%

$2,270-35.9%

Participant deferral / active EE

$3,125

$2,604+20.0%

$4,266-26.8%

$3,740-16.5%

Admin fee / account holder

$236

$600-60.7%

$6,581-96.4%

$513-54.0%

Provider

Service type

Compensation

EDWARD JONES1 year

Service code 27 · EIN 43-0345811

12555 MANCHESTER ROAD · ST. LOUIS, MO 63131

Advisory (Plan)

$16,105

CLEMENTS, PURVIS & STEWART, PC3 years

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

Service code 10 · EIN 58-1414947

1201 MADISON AVENUE NORTH · DOUGLAS, GA 31534

Accounting

$12,000

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS.

Service code 64 · EIN 82-4555287

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$816

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