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 (2020) 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 2020

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)

$740K

+32.0% from 2019

Total participants

-3.6% from 2019

Average account balance

$49,311

+23.2% from 2019

Annual return

18.40%

-3.40 pp from 2019

Benchmarks

See 2,371 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,371 peers

Snapshot2020

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

$395

$8 / participant

Other / not subdivided$395100.0%

% of EOY assets

0.053%

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

$49,311

$63,082-21.8%

$81,716-39.7%

$79,852-38.2%

Participation rate

23.5%

67.5%-44.0pp

72.0%-48.5pp

69.6%-46.1pp

Annual return

18.40%

22.66%-4.3pp

29.49%-11.1pp

31.72%-13.3pp

Employer contribution / active EE

$1,795-100.0%

$4,310-100.0%

$2,471-100.0%

Participant deferral / active EE

$1,491

$2,780-46.4%

$7,108-79.0%

$3,740-60.1%

Admin fee / account holder

$26

$4,428-99.4%

$5,159-99.5%

$5,306-99.5%

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