Retirement plan

SELECT HARVEST,, LLC 401(K) PLAN

Name: SELECT HARVEST, LLC - SELECT HARVEST,, LLC 401(K) PLAN (2017) Form 5500
Creator: SELECT HARVEST, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SELECT HARVEST,, LLC 401(K) PLAN, SELECT HARVEST, LLC

SELECT HARVEST, LLCEIN 26-3260625Plan #001PY 2017

14827 W. HARDING ROAD - TURLOCK, CA 95380209-668-2471LinkedIn1-10 employeesfood production

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3M

+23.7% from 2016

Total participants

117

+28.6% from 2016

Average account balance

$31,826

+5.2% from 2016

Annual return

13.85%

-3.69 pp from 2016

Benchmarks

See 411 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort411 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.65M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

70.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$514K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6246

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 codes2E2G2J2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$72K

$711 / participant

Other / not subdivided$72K100.0%

% of EOY assets

2.400%

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

$31,826

$54,368-41.5%

$117,039-72.8%

$62,293-48.9%

Participation rate

77.2%

64.9%+12.3pp

77.2%0pp

69.5%+7.7pp

Annual return

13.85%

21.77%-7.9pp

18.95%-5.1pp

28.90%-15.0pp

Employer contribution / active EE

$1,122

$1,692-33.7%

$3,785-70.4%

$2,042-45.1%

Participant deferral / active EE

$1,694

$2,269-25.3%

$3,929-56.9%

$3,169-46.5%

Admin fee / account holder

$764

$493+54.8%

$5,974-87.2%

$479+59.4%

SELECT HARVEST,, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SELECT HARVEST,, LLC 401(K) 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