Retirement plan

GREENFIELD FARMERS COOPERATIVE EXCHANGE, INC. PROFIT SHARING PLAN

Name: GREENFIELD FARMERS EXCHANGE, INC. - GREENFIELD FARMERS COOPERATIVE EXCHANGE, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: GREENFIELD FARMERS EXCHANGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENFIELD FARMERS COOPERATIVE EXCHANGE, INC. PROFIT SHARING PLAN, GREENFIELD FARMERS EXCHANGE, INC.

GREENFIELD FARMERS EXCHANGE, INC.EIN 04-1400460Plan #001PY 2020

269 HIGH ST - GREENFIELD, MA 013012608413-773-9639LinkedIn1-10 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+27.3% from 2019

Total participants

+5.9% from 2019

Average account balance

$79,771

+20.3% from 2019

Annual return

21.56%

-4.16 pp from 2019

Benchmarks

See 18,871 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,871 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16747

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 codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$358 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.349%

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

$79,771

$112,935-29.4%

$90,970-12.3%

$158,966-49.8%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

21.56%

215.79%-194.2pp

134.58%-113.0pp

302.95%-281.4pp

Employer contribution / active EE

$5,000

$2,895+72.7%

$2,122+135.6%

$4,762+5.0%

Participant deferral / active EE

$4,129-100.0%

$3,373-100.0%

$5,983-100.0%

Admin fee / account holder

$278

$8,045-96.5%

$5,960-95.3%

$11,250-97.5%

GREENFIELD FARMERS COOPERATIVE EXCHANGE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENFIELD FARMERS COOPERATIVE EXCHANGE, INC. PROFIT SHARING 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