Retirement plan

GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN

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

GROUP SERVICES, LLCEIN 75-2328761Plan #001PY 2019

201 MAIN STREET STE 2700 - FORT WORTH, TX 76102817-390-8540gsisecurity.comLinkedIn51-200 employeessecurity and investigations

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.5M

+65.8% from 2018

Total participants

121

+4.3% from 2018

Average account balance

$197,449

+61.6% from 2018

Annual return

57.51%

+63.31 pp from 2018

Benchmarks

See 1,045 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,045 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.15M

Not enough data

1 years with asset history on file

Average account balance

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

$438K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156

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 3 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611	Advisory (Plan)	$15,017
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 70 · EIN 36-4019175	Consulting Fees	$9,690
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 60 · EIN 04-2647786	Sub-TA Fees	$50

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$26K

$257 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.111%

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: KPMG
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$197,449

$38,365+414.7%

$84,623+133.3%

$65,185+202.9%

Participation rate

98.0%

55.7%+42.4pp

68.2%+29.8pp

70.2%+27.8pp

Annual return

57.51%

32.00%+25.5pp

258.77%-201.3pp

29.38%+28.1pp

Employer contribution / active EE

$9,058

$1,258+619.7%

$2,652+241.5%

$2,177+316.1%

Participant deferral / active EE

$9,878

$2,278+333.5%

$3,899+153.3%

$3,514+181.1%

Admin fee / account holder

$218

$451-51.7%

$4,913-95.6%

$847-74.2%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Service code 27 · EIN 04-3046611

Advisory (Plan)

$15,017

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO ADVISORS

Service code 70 · EIN 36-4019175

Consulting Fees

$9,690

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 60 · EIN 04-2647786

Sub-TA Fees

$50

GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GROUP SERVICES, LLC 401(K) AND 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