Retirement plan

GREAT LAKES STONE SUPPLY INC. 401(K) PLAN

Name: GREAT LAKES STONE SUPPLY INC. - GREAT LAKES STONE SUPPLY INC. 401(K) PLAN (2018) Form 5500
Creator: GREAT LAKES STONE SUPPLY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREAT LAKES STONE SUPPLY INC. 401(K) PLAN, GREAT LAKES STONE SUPPLY INC.

GREAT LAKES STONE SUPPLY INC.EIN 80-0342841Plan #001PY 2018

4915 RICE LAKE RD - DULUTH, MN 55803218-525-6360greatlakesstone.comLinkedIn1-10 employeesbuilding materials

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$191K

+21.2% from 2017

Total participants

+50.0% from 2017

Average account balance

$38,139

-3.1% from 2017

Annual return

-10.59%

-30.88 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$109K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

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

+10.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7391

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 codes2F2G2J2T3D2E

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.

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

$1K

$237 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.744%

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

$38,139

$95,979-60.3%

$74,551-48.8%

$135,380-71.8%

Participation rate

83.3%

75.7%+7.7pp

69.1%+14.2pp

82.6%+0.7pp

Annual return

-10.59%

56.97%-67.6pp

32.53%-43.1pp

519.81%-530.4pp

Employer contribution / active EE

$1,742

$2,716-35.9%

$1,961-11.2%

$4,779-63.6%

Participant deferral / active EE

$6,585

$3,844+71.3%

$3,108+111.9%

$5,609+17.4%

Admin fee / account holder

$284

$6,522-95.6%

$5,059-94.4%

$10,828-97.4%

GREAT LAKES STONE SUPPLY INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREAT LAKES STONE SUPPLY INC. 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