Retirement plan

WINDMILL RICE COMPANY, LLC 401(K) RETIREMENT PLAN

Name: WINDMILL RICE COMPANY, LLC - WINDMILL RICE COMPANY, LLC 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: WINDMILL RICE COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINDMILL RICE COMPANY, LLC 401(K) RETIREMENT PLAN, WINDMILL RICE COMPANY, LLC

WINDMILL RICE COMPANY, LLCEIN 20-8743406Plan #001PY 2015

6875 HWY 1 SOUTH - JONESBORO, AR 72404870-932-0096windmillrice.comLinkedIn51-200 employeesfood production

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$340K

No prior year

Total participants

No prior year

Average account balance

$5,957

No prior year

Annual return

-2.12%

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

$488K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

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

+8.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$571

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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$16K

$285 / participant

Other / not subdivided$16K100.0%

% of EOY assets

4.705%

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

$5,957

$48,274-87.7%

$63,244-90.6%

$59,633-90.0%

Participation rate

98.2%

66.3%+31.9pp

71.0%+27.2pp

68.7%+29.5pp

Annual return

-2.12%

-240.79%+238.7pp

-70.31%+68.2pp

2041.40%-2043.5pp

Employer contribution / active EE

$312

$1,586-80.4%

$2,322-86.6%

$2,203-85.8%

Participant deferral / active EE

$975

$2,343-58.4%

$2,953-67.0%

$3,192-69.5%

Admin fee / account holder

$280

$3,600-92.2%

$5,893-95.2%

$4,297-93.5%

WINDMILL RICE COMPANY, LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINDMILL RICE COMPANY, LLC 401(K) RETIREMENT 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