Retirement plan

GREAT SOUTHERN CAPITAL CORPORATION SALARY REDUCTION PLAN

Name: GREAT SOUTHERN CAPITAL CORPORATION - GREAT SOUTHERN CAPITAL CORPORATION SALARY REDUCTION PLAN (2016) Form 5500
Creator: GREAT SOUTHERN CAPITAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREAT SOUTHERN CAPITAL CORPORATION SALARY REDUCTION PLAN, GREAT SOUTHERN CAPITAL CORPORATION

GREAT SOUTHERN CAPITAL CORPORATIONEIN 64-0604860Plan #010PY 2016

218 22ND AVENUE SOUTH - MERIDIAN, MS 39301601-693-5141greatsouthernlandscaping.comLinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$6.9M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.6M

+0.6% from 2015

Total participants

155

-2.5% from 2015

Average account balance

$58,641

+5.2% from 2015

Annual return

2.99%

+1.75 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.34M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

79.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$455K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$93

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$13,044

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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

Expense breakdown

Schedule H Part II

Admin total

$13K

$91 / participant

Contract admin$13K100.0%

% of EOY assets

0.171%

all-in expense ratio

Categories reported

1 / 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: REA SHAW GIFFIN& STUART LLP
Auditor EIN: 640295411
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,641

$43,423+35.0%

$78,676-25.5%

$55,167+6.3%

Participation rate

82.5%

68.0%+14.5pp

73.6%+9.0pp

69.0%+13.5pp

Annual return

2.99%

11.53%-8.5pp

62.19%-59.2pp

169.23%-166.2pp

Employer contribution / active EE

$1,260

$1,997-36.9%

$2,850-55.8%

$1,963-35.8%

Participant deferral / active EE

$1,892

$2,509-24.6%

$3,517-46.2%

$3,054-38.0%

Admin fee / account holder

$100

$416-75.9%

$4,510-97.8%

$504-80.1%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$13,044

GREAT SOUTHERN CAPITAL CORPORATION SALARY REDUCTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREAT SOUTHERN CAPITAL CORPORATION SALARY REDUCTION 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