Retirement plan

BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD 401(K) PROFIT SHARING PLAN

Name: BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD - BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD 401(K) PROFIT SHARING PLAN, BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD

BROTHERHOOD, AMERICA'S OLDEST WINERY, LTDEIN 06-1190961Plan #001PY 2017

100 BROTHERHOOD PLAZA DRIVE, PO BOX 190 - WASHINGTONVILLE, NY 10992845-496-3661brotherhood-winery.comLinkedIn51-200 employeeswine and spirits

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$739K

+29.0% from 2016

Total participants

+3.8% from 2016

Average account balance

$52,773

+19.8% from 2016

Annual return

16.66%

+8.61 pp from 2016

Benchmarks

See 2,343 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,343 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$997K

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

27.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4546

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$320

$6 / participant

Other / not subdivided$320100.0%

% of EOY assets

0.043%

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

$52,773

$57,065-7.5%

$75,670-30.3%

$70,131-24.8%

Participation rate

24.5%

68.1%-43.6pp

72.3%-47.8pp

69.5%-45.0pp

Annual return

16.66%

23.57%-6.9pp

27.34%-10.7pp

73.14%-56.5pp

Employer contribution / active EE

$1,817-100.0%

$2,352-100.0%

$2,342-100.0%

Participant deferral / active EE

$1,336

$2,580-48.2%

$3,142-57.5%

$3,332-59.9%

Admin fee / account holder

$23

$3,825-99.4%

$5,800-99.6%

$4,645-99.5%

BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD 401(K) 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