Retirement plan

OUTDOOR LIGHTING PERSPECTIVES 401(K) RETIREMENT PLAN

Name: OUTDOOR LIGHTING PERSPECTIVES, LLC - OUTDOOR LIGHTING PERSPECTIVES 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: OUTDOOR LIGHTING PERSPECTIVES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OUTDOOR LIGHTING PERSPECTIVES 401(K) RETIREMENT PLAN, OUTDOOR LIGHTING PERSPECTIVES, LLC

OUTDOOR LIGHTING PERSPECTIVES, LLCEIN 62-1766403Plan #001PY 2018

2215 DUNN AVENUE, SUITE B - NASHVILLE, TN 37211615-250-3500outdoorlightingprosllc.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$731K

-24.5% from 2017

Total participants

-45.7% from 2017

Average account balance

$40,598

-28.7% from 2017

Annual return

-4.79%

-15.13 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1545

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 codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$280K

$14721 / participant

Other / not subdivided$280K100.0%

% of EOY assets

38.274%

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

$40,598

$92,219-56.0%

$76,768-47.1%

$135,379-70.0%

Participation rate

94.7%

79.8%+15.0pp

77.0%+17.8pp

82.6%+12.1pp

Annual return

-4.79%

5.46%-10.2pp

2.43%-7.2pp

519.79%-524.6pp

Employer contribution / active EE

$3,052

$3,216-5.1%

$2,485+22.8%

$4,779-36.1%

Participant deferral / active EE

$1,648

$4,508-63.4%

$3,852-57.2%

$5,609-70.6%

Admin fee / account holder

$15,539

$10,749+44.6%

$6,675+132.8%

$10,828+43.5%

OUTDOOR LIGHTING PERSPECTIVES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OUTDOOR LIGHTING PERSPECTIVES 401(K) RETIREMENT 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