Retirement plan

DUTCH GOLD HONEY, INC. PROFIT SHARING PLAN

Name: DUTCH GOLD HONEY, INC. - DUTCH GOLD HONEY, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: DUTCH GOLD HONEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUTCH GOLD HONEY, INC. PROFIT SHARING PLAN, DUTCH GOLD HONEY, INC.

DUTCH GOLD HONEY, INC.EIN 23-1622894Plan #001PY 2019

2220 DUTCH GOLD LANE - LANCASTER, PA 17603717-393-1716LinkedIn51-200 employeesfood production

Other plans on this EIN

1 filing

#002Retirement-$10.0M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$11.2M

+1.5% from 2018

Total participants

104

+3.0% from 2018

Average account balance

$108,317

-0.5% from 2018

Annual return

6.30%

-1.34 pp from 2018

Benchmarks

See 2,444 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,444 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.62M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

121

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.

96.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$787

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

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 codes2E2G3D2F

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$15610 / participant

Other / not subdivided$1M100.0%

% of EOY assets

13.292%

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

$108,317

$58,391+85.5%

$76,657+41.3%

$72,975+48.4%

Participation rate

98.9%

67.4%+31.6pp

72.1%+26.9pp

69.5%+29.5pp

Annual return

6.30%

2306.65%-2300.3pp

1166.74%-1160.4pp

81.01%-74.7pp

Employer contribution / active EE

$9,859

$1,787+451.8%

$2,303+328.2%

$2,440+304.0%

Participant deferral / active EE

$2,690-100.0%

$3,335-100.0%

$3,608-100.0%

Admin fee / account holder

$14,398

$4,014+258.6%

$6,423+124.2%

$5,124+181.0%

DUTCH GOLD HONEY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUTCH GOLD HONEY, INC. PROFIT SHARING 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