Retirement plan

KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS & INVESTMENT PLAN

Name: KNOUSE FOODS COOPERATIVE, INC. - KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS & INVESTMENT PLAN (2017) Form 5500
Creator: KNOUSE FOODS COOPERATIVE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS & INVESTMENT PLAN, KNOUSE FOODS COOPERATIVE, INC.

KNOUSE FOODS COOPERATIVE, INC.EIN 23-1324775Plan #005PY 2017

800 PEACH GLEN IDAVILLE RD. - PEACH GLEN, PA 17375717-677-8181

Other plans on this EIN

6 filings

#001Retirement-$51.8M assets #002Retirement-$29.8M assets #004Retirement-$15.2M assets #006Retirement-$8.5M assets #003Retirement-$3.8M assets #007Retirement-$2.7M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 1, 2005 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$26.8M

+11.3% from 2016

Total participants

371

-1.3% from 2016

Average account balance

$82,684

+11.7% from 2016

Annual return

14.39%

+10.87 pp from 2016

Benchmarks

See 684 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort684 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.15M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

248

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.

76.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+22.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900	Recordkeeping	$5,250
CHARLES SCHWAB & CO., INC.2+ years Service code 19	Securities Custodian	$492
BOSTON MANAGEMENT AND RESEARCH2+ years Service code 28 · EIN 20-1227352	Investment Management	$0
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847	Investment Management	$0
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$15 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DOPKINS & COMPANY, LLP
Auditor EIN: 160929175
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,684

$53,925+53.3%

$75,501+9.5%

$69,631+18.7%

Participation rate

86.2%

71.2%+15.0pp

72.4%+13.8pp

70.7%+15.5pp

Annual return

14.39%

17.84%-3.4pp

27.35%-13.0pp

27571.02%-27556.6pp

Employer contribution / active EE

$656

$1,802-63.6%

$2,352-72.1%

$2,032-67.7%

Participant deferral / active EE

$2,497

$2,569-2.8%

$3,142-20.5%

$3,224-22.5%

Admin fee / account holder

$16

$97-83.3%

$5,801-99.7%

$110-85.3%

Provider

Service type

Compensation

CONRAD SIEGEL2+ years

Filed as: CONRAD SIEGEL ACTUARIES

Service code 15 · EIN 23-1669823

PO BOX 5900 · HARRISBURG, PA 171100900

Recordkeeping

$5,250

CHARLES SCHWAB & CO., INC.2+ years

Service code 19

Securities Custodian

$492

BOSTON MANAGEMENT AND RESEARCH2+ years

Service code 28 · EIN 20-1227352

Investment Management

DIMENSIONAL FUND ADVISORS2+ years

Filed as: DIMENSIONAL FUND ADVISORS LP

Service code 28 · EIN 30-0447847

Investment Management

T ROWE PRICE RPS INC2+ years

Filed as: T. ROWE PRICE ASSOCIATES, INC.

Service code 28 · EIN 52-2264646

Investment Management

KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS & INVESTMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS & INVESTMENT PLAN

Top hat statement on fileNQDC

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