Retirement plan

H & M ROHSLER NURSERY INC 401(K) PROFIT SHARING PLAN & TRUST

Name: H & M ROHSLER NURSERY INC - H & M ROHSLER NURSERY INC 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: H & M ROHSLER NURSERY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H & M ROHSLER NURSERY INC 401(K) PROFIT SHARING PLAN & TRUST, H & M ROHSLER NURSERY INC

H & M ROHSLER NURSERY INCEIN 22-2345268Plan #001PY 2019

100 FRANKLIN TURNPIKE - ALLENDALE, NJ 07401201-327-3156LinkedIn1-10 employeesfarming

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+32.0% from 2018

Total participants

-5.3% from 2018

Average account balance

$21,560

+10.4% from 2018

Annual return

24.36%

+27.78 pp from 2018

Benchmarks

See 2,039 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,039 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

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

+13.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1823

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 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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$3K

$127 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.302%

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

$21,560

$58,523-63.2%

$99,470-78.3%

$72,983-70.5%

Participation rate

80.0%

64.6%+15.4pp

73.8%+6.2pp

69.5%+10.5pp

Annual return

24.36%

28.51%-4.1pp

30.72%-6.4pp

81.01%-56.6pp

Employer contribution / active EE

$1,512-100.0%

$2,540-100.0%

$2,440-100.0%

Participant deferral / active EE

$2,432

$2,606-6.7%

$3,619-32.8%

$3,608-32.6%

Admin fee / account holder

$65

$4,102-98.4%

$6,252-99.0%

$5,124-98.7%

H & M ROHSLER NURSERY INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H & M ROHSLER NURSERY INC 401(K) PROFIT SHARING PLAN & 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