Retirement plan

4 - EVERGREEN LAWN SERVICE 401K PLAN

Name: 4 - EVERGREEN LAWN SERVICE - 4 - EVERGREEN LAWN SERVICE 401K PLAN (2022) Form 5500
Creator: 4 - EVERGREEN LAWN SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 4 - EVERGREEN LAWN SERVICE 401K PLAN, 4 - EVERGREEN LAWN SERVICE

4 - EVERGREEN LAWN SERVICEEIN 62-1844560Plan #001PY 2022

319 DEPOT STREET - RIDGELY, TN 38080731-264-0088LinkedIn1-10 employeesfacilities services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$244K

+7.0% from 2021

Total participants

+20.0% from 2021

Average account balance

$22,175

-12.4% from 2021

Annual return

-8.85%

-15.95 pp from 2021

Benchmarks

See 17,020 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,020 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$269K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

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

+28.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$943

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 codes2E2F2G2J2T3B3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$4K

$609 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.748%

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

$22,175

$93,124-76.2%

$77,100-71.2%

$134,545-83.5%

Participation rate

85.7%

74.5%+11.2pp

67.9%+17.8pp

81.2%+4.5pp

Annual return

-8.85%

62.68%-71.5pp

42.35%-51.2pp

418.37%-427.2pp

Employer contribution / active EE

$1,689

$3,421-50.6%

$2,815-40.0%

$4,742-64.4%

Participant deferral / active EE

$3,499

$5,242-33.2%

$4,430-21.0%

$6,401-45.3%

Admin fee / account holder

$388

$6,970-94.4%

$5,443-92.9%

$11,431-96.6%

4 - EVERGREEN LAWN SERVICE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

4 - EVERGREEN LAWN SERVICE 401K 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