Retirement plan

GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN

Name: GREEN VALLEY CORPORATION - GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: GREEN VALLEY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN, GREEN VALLEY CORPORATION

GREEN VALLEY CORPORATIONEIN 94-1512090Plan #001PY 2016

777 N. 1ST STREET, 5TH FLOOR - SAN JOSE, CA 95112408-287-0246LinkedIn1-10 employeesperforming arts

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$28.2M

No prior year

Total participants

159

No prior year

Average account balance

$185,676

No prior year

Annual return

-1.07%

No prior year

Benchmarks

See 2,382 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,382 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.03M

Not enough data

1 years with asset history on file

Average account balance

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

$233K

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.

133

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.

83.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$584K

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

+7.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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 3 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1+ years Service code 19 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007	Securities Custodian	$0
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 6TH AVENUE, SUITE 2801 · SEATTLE, WA 981219833	Advisory (Participants)	$0
NORTHWEST PLAN SERVICES, INC.1+ years Service code 13 5446 CALIFORNIA AVENUE SW, SUITE 20 · SEATTLE, WA 98136	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2F2H2J2K3H

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).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$45K

$451 / participant

Other / not subdivided$45K100.0%

% of EOY assets

0.160%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JOHANSON & YAU ACCOUNTANCY CORP.
Auditor EIN: 942702860
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$185,676

$52,884+251.1%

$84,753+119.1%

$55,167+236.6%

Participation rate

93.0%

67.5%+25.5pp

76.6%+16.4pp

69.0%+24.0pp

Annual return

-1.07%

18.03%-19.1pp

22.78%-23.9pp

169.23%-170.3pp

Employer contribution / active EE

$7,000

$2,233+213.4%

$3,574+95.8%

$1,963+256.7%

Participant deferral / active EE

$7,993

$2,644+202.3%

$3,712+115.3%

$3,054+161.7%

Admin fee / account holder

$296

$581-48.9%

$5,333-94.4%

$504-41.2%

Provider

Service type

Compensation

AMERICAN FUNDS1+ years

Service code 19

P.O. BOX 6007 · INDIANAPOLIS, IN 462066007

Securities Custodian

LPL FINANCIAL1+ years

Filed as: KMS FINANCIAL SERVICES, INC.

Service code 26 · EIN 91-0850651

2001 6TH AVENUE, SUITE 2801 · SEATTLE, WA 981219833

Advisory (Participants)

NORTHWEST PLAN SERVICES, INC.1+ years

Service code 13

5446 CALIFORNIA AVENUE SW, SUITE 20 · SEATTLE, WA 98136

Contract Administrator

GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREEN VALLEY CORPORATION 401K 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