Retirement plan

ALSTON SPRUILL FARMS LLC & AFFILIATES 401(K) PLAN

Name: ASHWOOD FARMS & TURF INC ALSTON SPRUILL FARMS LLC - ALSTON SPRUILL FARMS LLC & AFFILIATES 401(K) PLAN (2015) Form 5500
Creator: ASHWOOD FARMS & TURF INC ALSTON SPRUILL FARMS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALSTON SPRUILL FARMS LLC & AFFILIATES 401(K) PLAN, ASHWOOD FARMS & TURF INC ALSTON SPRUILL FARMS LLC

ASHWOOD FARMS & TURF INC ALSTON SPRUILL FARMS LLCEIN 20-8241040Plan #001PY 2015

22723 NC HWY 55 - ORIENTAL, NC 28571252-229-7810

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$868K

No prior year

Total participants

No prior year

Average account balance

$434,215

No prior year

Annual return

-0.50%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$273K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2G2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$11K

$5642 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.299%

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

$434,215

$106,115+309.2%

$85,969+405.1%

$125,389+246.3%

Participation rate

100.0%

84.1%+15.9pp

76.5%+23.5pp

83.2%+16.8pp

Annual return

-0.50%

13.93%-14.4pp

9.32%-9.8pp

282.24%-282.7pp

Employer contribution / active EE

$1,950

$4,537-57.0%

$3,474-43.9%

$4,866-59.9%

Participant deferral / active EE

$17,398

$4,859+258.0%

$3,829+354.3%

$5,352+225.1%

Admin fee / account holder

$5,642

$8,144-30.7%

$6,053-6.8%

$9,541-40.9%

ALSTON SPRUILL FARMS LLC & AFFILIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALSTON SPRUILL FARMS LLC & AFFILIATES 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