Retirement plan

EAST LAWN AFFILIATES PROFIT SHARING PLAN

Name: EAST LAWN, INC. - EAST LAWN AFFILIATES PROFIT SHARING PLAN (2019) Form 5500
Creator: EAST LAWN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAST LAWN AFFILIATES PROFIT SHARING PLAN, EAST LAWN, INC.

EAST LAWN, INC.EIN 94-0445970Plan #001PY 2019

4300 FOLSOM BLVD - SACRAMENTO, CA 958194401916-732-2000

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$8.1M

+14.0% from 2018

Total participants

122

+0.8% from 2018

Average account balance

$91,086

+17.8% from 2018

Annual return

20.51%

+24.34 pp from 2018

Benchmarks

See 1,705 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,705 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.26M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

160

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279

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 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY2 years Service code 13 · EIN 42-0127290	Contract Administrator	$1,628
WILSHIRE ASSOCIATES INCORPORATED2 years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2K

$15 / participant

Contract admin$2K100.0%

% of EOY assets

0.020%

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: PROPP CHRISTENSEN CANIGLIA LLP
Auditor EIN: 262363334
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,086

$51,620+76.5%

$90,304+0.9%

$65,185+39.7%

Participation rate

68.9%

68.6%+0.2pp

73.3%-4.4pp

70.2%-1.3pp

Annual return

20.51%

24.94%-4.4pp

78.13%-57.6pp

29.38%-8.9pp

Employer contribution / active EE

$6,076

$2,235+171.9%

$2,855+112.8%

$2,177+179.1%

Participant deferral / active EE

$4,027

$2,871+40.3%

$3,885+3.6%

$3,514+14.6%

Admin fee / account holder

$18

$384-95.2%

$5,354-99.7%

$847-97.8%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY2 years

Service code 13 · EIN 42-0127290

Contract Administrator

$1,628

WILSHIRE ASSOCIATES INCORPORATED2 years

Service code 27 · EIN 95-2755361

Advisory (Plan)

EAST LAWN AFFILIATES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAST LAWN AFFILIATES 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