Retirement plan

ALS GARDEN CENTERS & GREENHOUSES LLC PROFIT SHARING PLAN

Name: ALS GARDEN CENTERS & GREENHOUSE LLC - ALS GARDEN CENTERS & GREENHOUSES LLC PROFIT SHARING PLAN (2017) Form 5500
Creator: ALS GARDEN CENTERS & GREENHOUSE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALS GARDEN CENTERS & GREENHOUSES LLC PROFIT SHARING PLAN, ALS GARDEN CENTERS & GREENHOUSE LLC

ALS GARDEN CENTERS & GREENHOUSE LLCEIN 91-1767064Plan #001PY 2017

1220 N PACIFIC HWY - WOODBURN, OR 970713616503-581-1245LinkedIn51-200 employeesretail

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3M

+23.5% from 2016

Total participants

+5.2% from 2016

Average account balance

$37,371

+17.4% from 2016

Annual return

16.07%

+9.80 pp from 2016

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.84M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

107

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.

71.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8366

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 codes2E2G2J3B

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$14K

$282 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.475%

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

$37,371

$54,541-31.5%

$78,778-52.6%

$70,126-46.7%

Participation rate

100.0%

60.8%+39.2pp

69.2%+30.8pp

69.5%+30.5pp

Annual return

16.07%

21.07%-5.0pp

35.62%-19.5pp

73.15%-57.1pp

Employer contribution / active EE

$1,000

$1,089-8.1%

$1,986-49.6%

$2,343-57.3%

Participant deferral / active EE

$2,601

$2,210+17.7%

$2,958-12.1%

$3,332-21.9%

Admin fee / account holder

$177

$3,709-95.2%

$5,134-96.5%

$4,645-96.2%

ALS GARDEN CENTERS & GREENHOUSES LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALS GARDEN CENTERS & GREENHOUSES LLC 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