Retirement plan

ONCE AGAIN NUT BUTTER 401K PLAN

Name: ONCE AGAIN NUT BUTTER COLLECTIVE, INC. - ONCE AGAIN NUT BUTTER 401K PLAN (2015) Form 5500
Creator: ONCE AGAIN NUT BUTTER COLLECTIVE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONCE AGAIN NUT BUTTER 401K PLAN, ONCE AGAIN NUT BUTTER COLLECTIVE, INC.

ONCE AGAIN NUT BUTTER COLLECTIVE, INC.EIN 16-1129767Plan #003PY 2015

12 STATE STREET P.O. BOX 429 - NUNDA, NY 14517585-468-2535onceagainnutbutter.comLinkedIn51-200 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$24,928

No prior year

Annual return

-0.63%

No prior year

Benchmarks

See 2,073 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,073 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.23M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

122.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$654K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8464

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 codes2E2G2J3D

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.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$62K

$1072 / participant

Other / not subdivided$62K100.0%

% of EOY assets

4.229%

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

$24,928

$48,274-48.4%

$63,244-60.6%

$59,633-58.2%

Participation rate

100.0%

66.3%+33.7pp

71.0%+29.0pp

68.7%+31.3pp

Annual return

-0.63%

-240.79%+240.2pp

-70.31%+69.7pp

2041.45%-2042.1pp

Employer contribution / active EE

$1,910

$1,586+20.4%

$2,322-17.8%

$2,203-13.3%

Participant deferral / active EE

$5,399

$2,343+130.5%

$2,953+82.8%

$3,192+69.2%

Admin fee / account holder

$1,054

$3,600-70.7%

$5,893-82.1%

$4,297-75.5%

ONCE AGAIN NUT BUTTER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONCE AGAIN NUT BUTTER 401K 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