Retirement plan

GREENSPOON MARDER 401(K) PLAN

Name: GREENSPOON MARDER LLP - GREENSPOON MARDER 401(K) PLAN (2018) Form 5500
Creator: GREENSPOON MARDER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENSPOON MARDER 401(K) PLAN, GREENSPOON MARDER LLP

GREENSPOON MARDER LLPEIN 81-2555319Plan #001PY 2018

100 WEST CYPRESS CREEK ROAD, TRADE CENTRE SOUTH, SUITE 700 - FT LAUDERDALE, FL 33309954-491-1120gmlaw.comLinkedIn501-1000 employeeslaw practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$57.6M

No prior year

Total participants

949

No prior year

Average account balance

$72,384

No prior year

Annual return

-6.37%

No prior year

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$89.21M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

770

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

$5.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 700 BRICKELL AVE · MIAMI, FL 33131	Bank Trustee	$53,483

Plan features & details

Pension benefit codes2E2G2J2H2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$214K

$309 / participant

Investment mgmt$160K75.0%
Other / not subdivided$53K25.0%

% of EOY assets

0.371%

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: ASSURANCE DIMENSIONS
Auditor EIN: 263429295
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,384

$75,388-4.0%

$123,552-41.4%

$55,725+29.9%

Participation rate

77.9%

75.7%+2.2pp

82.3%-4.4pp

70.9%+7.0pp

Annual return

-6.37%

4.48%-10.9pp

119.20%-125.6pp

244.93%-251.3pp

Employer contribution / active EE

$1,175

$3,063-61.6%

$4,628-74.6%

$2,078-43.5%

Participant deferral / active EE

$5,353

$5,651-5.3%

$6,426-16.7%

$3,356+59.5%

Admin fee / account holder

$268

$120+124.1%

$9,285-97.1%

$115+133.0%

Provider

Service type

Compensation

NORTHERN TRUST COMPANY1+ years

Service code 21 · EIN 36-1561860

700 BRICKELL AVE · MIAMI, FL 33131

Bank Trustee

$53,483

GREENSPOON MARDER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENSPOON MARDER 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