Retirement plan

GREAT SOUTHERN CAPITAL CORPORATION SALARY REDUCTION PLAN

Name: GREAT SOUTHERN CAPITAL CORPORATION - GREAT SOUTHERN CAPITAL CORPORATION SALARY REDUCTION PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$7.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$8.4M

+10.3% from 2016

Total participants

150

-3.2% from 2016

Average account balance

$67,821

+15.7% from 2016

Annual return

8.26%

+5.26 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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 SOLUTIONS3+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$12,541

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

$92 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.149%

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: 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

$67,821

$50,637+33.9%

$86,582-21.7%

$62,293+8.9%

Participation rate

81.0%

67.9%+13.1pp

73.5%+7.5pp

69.5%+11.5pp

Annual return

8.26%

20.80%-12.5pp

965.08%-956.8pp

28.90%-20.6pp

Employer contribution / active EE

$1,320

$2,075-36.4%

$2,839-53.5%

$2,042-35.4%

Participant deferral / active EE

$1,970

$2,611-24.6%

$3,609-45.4%

$3,169-37.9%

Admin fee / account holder

$101

$413-75.5%

$4,904-97.9%

$479-78.9%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$12,541

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