Retirement plan

GREENETRACK, INC. 401(K) PROFIT SHARING PLAN

Name: GREENETRACK, INC. - GREENETRACK, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: GREENETRACK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENETRACK, INC. 401(K) PROFIT SHARING PLAN, GREENETRACK, INC.

GREENETRACK, INC.EIN 63-1151741Plan #001PY 2019

P.O. BOX 471 - EUTAW, AL 35462205-372-9318LinkedIn51-200 employeesperforming arts

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.4M

+8.9% from 2018

Total participants

-28.3% from 2018

Average account balance

$37,832

+46.0% from 2018

Annual return

11.42%

+13.76 pp from 2018

Benchmarks

See 2,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,672 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5K

Not enough data

1 years with asset history on file

Average account balance

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

$336

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.

1500.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1618

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
ASSET STRATEGY CONSULTANTS1 year Filed as: ASSET AVISORS OF AMERICA LLC Service code 99	Other Fees	$26,938
VOYA RETIREMENT INSURANCE & ANNUITY1 year Service code 64 · EIN 71-0294708	Recordkeeping Fees	$1,750
ASCENSUS LLC1 year Filed as: ASSET ADVISORS OF AMERICA LLC Service code 99 · EIN 20-1302365	Other Fees	$0

Plan features & details

Pension benefit codes2E2G2J2K3D

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$36 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

0 / 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: BORLAND BENEFIELD
Auditor EIN: 630721243
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,832

$48,570-22.1%

$130,660-71.0%

$72,975-48.2%

Participation rate

100.0%

58.6%+41.4pp

71.7%+28.3pp

69.5%+30.5pp

Annual return

11.42%

38.63%-27.2pp

1709.29%-1697.9pp

81.01%-69.6pp

Employer contribution / active EE

$1,947

$1,334+46.0%

$4,092-52.4%

$2,440-20.2%

Participant deferral / active EE

$2,982

$2,384+25.1%

$3,603-17.2%

$3,608-17.4%

Admin fee / account holder

$19

$3,549-99.5%

$5,463-99.6%

$5,124-99.6%

Provider

Service type

Compensation

ASSET STRATEGY CONSULTANTS1 year

Filed as: ASSET AVISORS OF AMERICA LLC

Service code 99

Other Fees

$26,938

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$1,750

ASCENSUS LLC1 year

Filed as: ASSET ADVISORS OF AMERICA LLC

Service code 99 · EIN 20-1302365

Other Fees

GREENETRACK, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENETRACK, INC. 401(K) 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