Retirement plan

GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) PLAN

Name: GRC CAPITAL RESOURCE MANAGEMENT, LLC - GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) PLAN (2018) Form 5500
Creator: GRC CAPITAL RESOURCE MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) PLAN, GRC CAPITAL RESOURCE MANAGEMENT, LLC

GRC CAPITAL RESOURCE MANAGEMENT, LLCEIN 74-3058772Plan #001PY 2018

6487 MANCHESTER AVE - SAINT LOUIS, MO 631393457314-647-1329

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$132K

+4.5% from 2017

Total participants

+9.1% from 2017

Average account balance

$12,014

+4.5% from 2017

Annual return

-10.42%

-27.04 pp from 2017

Benchmarks

See 7,241 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,241 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$698K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2869

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$240 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.455%

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

$12,014

$104,116-88.5%

$71,089-83.1%

$135,380-91.1%

Participation rate

87.5%

65.7%+21.8pp

54.6%+32.9pp

82.6%+4.9pp

Annual return

-10.42%

1256.51%-1266.9pp

650.65%-661.1pp

519.81%-530.2pp

Employer contribution / active EE

$1,243

$1,485-16.3%

$1,088+14.3%

$4,779-74.0%

Participant deferral / active EE

$1,352

$2,524-46.4%

$1,873-27.8%

$5,609-75.9%

Admin fee / account holder

$175

$4,142-95.8%

$3,082-94.3%

$10,828-98.4%

GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) 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