Retirement plan

DE GROOT DAIRIES 401(K) PLAN

Name: DE GROOT DAIRIES - DE GROOT DAIRIES 401(K) PLAN (2019) Form 5500
Creator: DE GROOT DAIRIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DE GROOT DAIRIES 401(K) PLAN, DE GROOT DAIRIES

DE GROOT DAIRIESEIN 02-0557950Plan #001PY 2019

3012 GRANGEVILLE BLVD - HANFORD, CA 932308824559-584-9363LinkedIn51-200 employeesdairy

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$978K

+32.8% from 2018

Total participants

0.0% from 2018

Average account balance

$32,591

+15.1% from 2018

Annual return

20.12%

+28.14 pp from 2018

Benchmarks

See 1,927 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,927 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

56.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6797

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 codes2E2F2G2J2T3D3H

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).
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$81 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.506%

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

$32,591

$58,851-44.6%

$115,170-71.7%

$72,975-55.3%

Participation rate

42.6%

65.5%-22.9pp

75.9%-33.3pp

69.5%-26.9pp

Annual return

20.12%

23.16%-3.0pp

35.60%-15.5pp

81.01%-60.9pp

Employer contribution / active EE

$703

$1,798-60.9%

$3,179-77.9%

$2,440-71.2%

Participant deferral / active EE

$826

$2,643-68.7%

$4,169-80.2%

$3,608-77.1%

Admin fee / account holder

$165

$6,370-97.4%

$7,089-97.7%

$5,124-96.8%

DE GROOT DAIRIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DE GROOT DAIRIES 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