Retirement plan

GREEN HILLS SOFTWARE 401(K) PLAN

Name: GREEN HILLS SOFTWARE LLC - GREEN HILLS SOFTWARE 401(K) PLAN (2019) Form 5500
Creator: GREEN HILLS SOFTWARE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREEN HILLS SOFTWARE 401(K) PLAN, GREEN HILLS SOFTWARE LLC

GREEN HILLS SOFTWARE LLCEIN 95-4079433Plan #001PY 2019

30 WEST SOLA STREET - SANTA BARBARA, CA 93101805-965-6044ghs.comLinkedIn201-500 employeescomputer software

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$73.6M

+27.3% from 2018

Total participants

394

+5.6% from 2018

Average account balance

$215,867

+21.3% from 2018

Annual return

23.86%

+30.68 pp from 2018

Benchmarks

See 531 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort531 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$124.95M

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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.

375

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.

85.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70

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
BARTLETT, PRINGLE & WOLF, LLP1 year Filed as: BARTLETT PRINGLE & WOLF, LLP Service code 10 1123 CHAPALA STREET · SANTA BARBARA, CA 93190	Accounting	$11,000
MERRILL LYNCH PIERCE FENNER & SMITH5+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$2,050

Plan features & details

Pension benefit codes2F2G2J2R2T3D3H

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$11K

$35 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

0 / 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: BARTLETT, PRINGLE & WOLF, LLP
Auditor EIN: 952089835
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$215,867

$69,231+211.8%

$91,994+134.7%

$67,582+219.4%

Participation rate

83.2%

78.9%+4.3pp

78.6%+4.5pp

71.3%+11.9pp

Annual return

23.86%

32.03%-8.2pp

69.04%-45.2pp

378.57%-354.7pp

Employer contribution / active EE

$2,284-100.0%

$3,453-100.0%

$2,148-100.0%

Participant deferral / active EE

$14,250

$5,854+143.4%

$5,924+140.5%

$3,539+302.6%

Admin fee / account holder

$32

$107-69.8%

$7,744-99.6%

$142-77.2%

Provider

Service type

Compensation

BARTLETT, PRINGLE & WOLF, LLP1 year

Filed as: BARTLETT PRINGLE & WOLF, LLP

Service code 10

1123 CHAPALA STREET · SANTA BARBARA, CA 93190

Accounting

$11,000

MERRILL LYNCH PIERCE FENNER & SMITH5+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$2,050

GREEN HILLS SOFTWARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREEN HILLS SOFTWARE 401(K) 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