Retirement plan

DELTA LANDSCAPE SUPPLY OF GEORGIA, INC. PROFIT SHARING PLAN

Name: DELTA LANDSCAPE SUPPLY OF GEORGIA, INC. - DELTA LANDSCAPE SUPPLY OF GEORGIA, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: DELTA LANDSCAPE SUPPLY OF GEORGIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTA LANDSCAPE SUPPLY OF GEORGIA, INC. PROFIT SHARING PLAN, DELTA LANDSCAPE SUPPLY OF GEORGIA, INC.

DELTA LANDSCAPE SUPPLY OF GEORGIA, INC.EIN 58-2100663Plan #001PY 2016

4025 STEVE REYNOLDS BLVD., SUITE 106 - NORCROSS, GA 30093770-448-0805

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

-4.7% from 2015

Total participants

-40.0% from 2015

Average account balance

$384,156

+58.8% from 2015

Annual return

3.01%

+4.43 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.11M

Not enough data

1 years with asset history on file

Average account balance

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

$389K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+9.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14860

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$279K

$46544 / participant

Other / not subdivided$279K100.0%

% of EOY assets

12.116%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$384,156

$136,307+181.8%

$106,619+260.3%

$273,972+40.2%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

3.01%

11.05%-8.0pp

9.42%-6.4pp

41.46%-38.4pp

Employer contribution / active EE

$12,500

$5,190+140.9%

$3,947+216.7%

$4,869+156.7%

Participant deferral / active EE

$4,969-100.0%

$3,930-100.0%

$5,287-100.0%

Admin fee / account holder

$46,544

$8,625+439.7%

$6,418+625.2%

$10,133+359.4%

DELTA LANDSCAPE SUPPLY OF GEORGIA, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELTA LANDSCAPE SUPPLY OF GEORGIA, INC. 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