MVR Publishing, LLC dba The Greensheet

59
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
59
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (44)
Average in Peer Group (78)
Highest in Peer Group (89)

Plan Description

The Greensheet 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. The Greensheet 401k Plan currently has over 100 active participants and over $5.0M in plan assets.

Did you know?

For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (59) and the top rated plan (89) could equate to:
16
Additional years of work
246,122
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 202 North Loop W Ste 220
  • Location
    Houston , TX
  • 77018
  • Industry
    Information
  • Administrator
    Russell Bonewitz
  • Net Plan Assets
    $4,970,000
  • Total Participants
    120
  • Avg Account Balance
    $50,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Above Average

Peer Group Plans

Company Rating
Bayard 74.6
SDI Innovations 72.9
Bluespire 71.6
MarketResearch.com 65.8
The Mines Press 60.4
Creps United Publications 55.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 41%
N/A
MassMutual Guaranteed Interest Account 21%
N/A
JPMorgan Mid Cap Value 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
MassMutual
Insurance Advisor/Broker
Preferred Product Network, Inc.
Investment Adviser
MBG Retirement
Recordkeeper
MassMutual
Administration
Nova Associates, Inc.
Auditor
Hartmann Blackmon & Kilgore P.C.

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question