Retirement plan

EMPLOYEE BENEFIT PLAN OF G. V. INDUSTRIES, INC.

Name: G. V. INDUSTRIES, INC. - EMPLOYEE BENEFIT PLAN OF G. V. INDUSTRIES, INC. (2018) Form 5500
Creator: G. V. INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF G. V. INDUSTRIES, INC., G. V. INDUSTRIES, INC.

G. V. INDUSTRIES, INC.EIN 95-3652044Plan #003PY 2018

1346 CLEVELAND AVE - NATIONAL CITY, CA 919504207619-474-3013gvindustries.bizLinkedIn1-10 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+12.9% from 2017

Total participants

+9.8% from 2017

Average account balance

$40,277

+2.5% from 2017

Annual return

5.75%

-1.21 pp from 2017

Benchmarks

See 14,948 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,948 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.53M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

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.

137.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$556K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+7.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13120

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 codes2F2T

Plan features

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).
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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$204K

$5232 / participant

Other / not subdivided$204K100.0%

% of EOY assets

9.381%

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

$40,277

$62,583-35.6%

$76,767-47.5%

$64,173-37.2%

Participation rate

94.9%

72.8%+22.1pp

77.0%+17.9pp

69.6%+25.3pp

Annual return

5.75%

-1.95%+7.7pp

2.43%+3.3pp

7.63%-1.9pp

Employer contribution / active EE

$4,798

$1,832+161.9%

$2,485+93.1%

$2,381+101.5%

Participant deferral / active EE

$3,965

$3,145+26.1%

$3,852+3.0%

$3,470+14.3%

Admin fee / account holder

$3,778

$4,667-19.0%

$6,675-43.4%

$4,887-22.7%

EMPLOYEE BENEFIT PLAN OF G. V. INDUSTRIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF G. V. INDUSTRIES, INC.

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