Retirement plan

AGRIVISION GROUP , LLC 401(K) PLAN

Name: AGRIVISION GROUP, LLC - AGRIVISION GROUP , LLC 401(K) PLAN (2017) Form 5500
Creator: AGRIVISION GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGRIVISION GROUP , LLC 401(K) PLAN, AGRIVISION GROUP, LLC

AGRIVISION GROUP, LLCEIN 20-4936311Plan #001PY 2017

PO BOX 7190 - SHAWNEE MISSION, KS 66207913-648-5526

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18.5M

+18.8% from 2016

Total participants

320

-3.9% from 2016

Average account balance

$61,795

+24.3% from 2016

Annual return

18.61%

+9.50 pp from 2016

Benchmarks

See 235 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort235 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$93.59M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

1,032

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.

84.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.01M

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

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$556

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
AMERITAS LIFE INSURANCE CORP3+ years Service code 15 5900 O STREET · LINCOLN, NE 68501	Recordkeeping	$0
TAX FAVORED BENEFITS, INC.2 years Filed as: TAX FAVORED BENEFITS Service code 13 4801 W 110TH ST · OVERLAND PARK, KS 66211	Contract Administrator	$0

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$585

$2 / participant

Contract admin$585100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HUTCHINS & HAAKE L.L.C.
Auditor EIN: 201950909
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,795

$54,390+13.6%

$117,039-47.2%

$69,631-11.3%

Participation rate

91.6%

58.5%+33.1pp

77.2%+14.4pp

70.7%+20.9pp

Annual return

18.61%

18.33%+0.3pp

18.95%-0.3pp

27571.02%-27552.4pp

Employer contribution / active EE

$909

$1,357-33.0%

$3,785-76.0%

$2,032-55.3%

Participant deferral / active EE

$3,380

$2,076+62.9%

$3,929-14.0%

$3,224+4.9%

Admin fee / account holder

$98-98.0%

$5,974-100.0%

$110-98.2%

Provider

Service type

Compensation

AMERITAS LIFE INSURANCE CORP3+ years

Service code 15

5900 O STREET · LINCOLN, NE 68501

Recordkeeping

TAX FAVORED BENEFITS, INC.2 years

Filed as: TAX FAVORED BENEFITS

Service code 13

4801 W 110TH ST · OVERLAND PARK, KS 66211

Contract Administrator

AGRIVISION GROUP , LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGRIVISION GROUP , LLC 401(K) 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