Retirement plan

GRL CORPORATION 401K RETIREMENT PLAN

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

GRL CORPORATIONEIN 99-0301660Plan #002PY 2016

PO BOX 29009 - HONOLULU, HI 968201409808-294-6265

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$854K

No prior year

Total participants

No prior year

Average account balance

$170,829

No prior year

Annual return

14.35%

No prior year

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.50M

Not enough data

1 years with asset history on file

Average account balance

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

$874K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$67K

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

+18.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8629

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$9K

$1783 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.044%

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

$170,829

$103,949+64.3%

$69,182+146.9%

$273,972-37.6%

Participation rate

100.0%

67.4%+32.6pp

55.1%+44.9pp

83.0%+17.0pp

Annual return

14.35%

35.28%-20.9pp

-21.93%+36.3pp

41.46%-27.1pp

Employer contribution / active EE

$15,714

$1,783+781.3%

$1,206+1202.7%

$4,869+222.7%

Participant deferral / active EE

$9,892

$2,716+264.2%

$1,897+421.5%

$5,287+87.1%

Admin fee / account holder

$1,783

$3,671-51.4%

$2,697-33.9%

$10,133-82.4%

GRL CORPORATION 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRL CORPORATION 401K RETIREMENT 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