Retirement plan

PROUD HARVEST, INC. 401(K) PLAN AND TRUST

Name: PROUD HARVEST, INC. - PROUD HARVEST, INC. 401(K) PLAN AND TRUST (2017) Form 5500
Creator: PROUD HARVEST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROUD HARVEST, INC. 401(K) PLAN AND TRUST, PROUD HARVEST, INC.

PROUD HARVEST, INC.EIN 20-0250025Plan #001PY 2017

50 R.W. MOORE AVENUE - ORANGE, MA 01364978-544-2002

Other plans on this EIN

1 filing

#002Retirement-$742K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$837K

+16.7% from 2016

Total participants

+5.9% from 2016

Average account balance

$46,493

+10.2% from 2016

Annual return

6.47%

-3.62 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

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

+15.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1570

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$371 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.531%

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

$46,493

$144,130-67.7%

$117,861-60.6%

$147,586-68.5%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

6.47%

531.20%-524.7pp

335.11%-328.6pp

578.59%-572.1pp

Employer contribution / active EE

$2,917

$4,897-40.4%

$3,786-23.0%

$4,876-40.2%

Participant deferral / active EE

$3,545

$5,316-33.3%

$4,482-20.9%

$5,439-34.8%

Admin fee / account holder

$247

$10,887-97.7%

$8,021-96.9%

$10,886-97.7%

PROUD HARVEST, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROUD HARVEST, INC. 401(K) PLAN AND TRUST

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