Retirement plan

ALS GARDEN CENTERS & GREENHOUSES LLC PROFIT SHARING PLAN

Name: ALS GARDEN CENTERS & GREENHOUSE LLC - ALS GARDEN CENTERS & GREENHOUSES LLC PROFIT SHARING PLAN (2019) 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 2019

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.5M

+25.5% from 2018

Total participants

+3.8% from 2018

Average account balance

$43,657

+20.9% from 2018

Annual return

20.27%

+25.63 pp from 2018

Benchmarks

See 9,366 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,366 peers

Snapshot2019

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$45K

$824 / participant

Other / not subdivided$45K100.0%

% of EOY assets

1.282%

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

$43,657

$58,493-25.4%

$84,021-48.0%

$72,975-40.2%

Participation rate

100.0%

61.2%+38.8pp

69.0%+31.0pp

69.5%+30.5pp

Annual return

20.27%

28.93%-8.7pp

71.32%-51.0pp

81.01%-60.7pp

Employer contribution / active EE

$979

$1,163-15.8%

$1,984-50.6%

$2,440-59.9%

Participant deferral / active EE

$2,247

$2,394-6.1%

$3,239-30.6%

$3,608-37.7%

Admin fee / account holder

$560

$4,569-87.8%

$6,102-90.8%

$5,124-89.1%

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