Retirement plan

EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC

Name: SOUTHEAST PROTEIN PURVEYORS, LLC - EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC (2018) Form 5500
Creator: SOUTHEAST PROTEIN PURVEYORS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC, SOUTHEAST PROTEIN PURVEYORS, LLC

SOUTHEAST PROTEIN PURVEYORS, LLCEIN 26-2672161Plan #001PY 2018

PO BOX 1024 - AUBURNDALE, FL 338231024863-877-0430LinkedIn1-10 employeesranching

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$366K

+4.6% from 2017

Total participants

-50.0% from 2017

Average account balance

$182,988

+4.6% from 2017

Annual return

-9.95%

-27.54 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$337K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+9.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 codes2F2T

Plan features

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).
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$182,988

$127,100+44.0%

$105,738+73.1%

$135,379+35.2%

Participation rate

100.0%

82.7%+17.3pp

76.3%+23.7pp

82.6%+17.4pp

Annual return

-9.95%

4.49%-14.4pp

6.27%-16.2pp

519.79%-529.7pp

Employer contribution / active EE

$8,146

$4,107+98.4%

$3,268+149.2%

$4,779+70.5%

Participant deferral / active EE

$17,257

$5,064+240.7%

$4,080+323.0%

$5,609+207.7%

Admin fee / account holder

$9,087-100.0%

$6,913-100.0%

$10,828-100.0%

EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SOUTHEAST PROTEIN PURVEYORS, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion