Retirement plan

EAGLE EYE PRODUCE, INC. 401(K) PLAN

Name: EAGLE EYE PRODUCE, INC. - EAGLE EYE PRODUCE, INC. 401(K) PLAN (2015) Form 5500
Creator: EAGLE EYE PRODUCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAGLE EYE PRODUCE, INC. 401(K) PLAN, EAGLE EYE PRODUCE, INC.

EAGLE EYE PRODUCE, INC.EIN 26-3853261Plan #001PY 2015

PO BOX 460 - IONA, ID 83427208-522-2343eagleeyeproduce.comLinkedIn201-500 employeesfood production

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

261

No prior year

Average account balance

$39,517

No prior year

Annual return

43.11%

No prior year

Benchmarks

See 186 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort186 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.79M

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.

148

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.

30.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$287

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

Top 2 by compensation

Provider	Service type	Compensation
EXPERTPLAN, INC.1+ years Filed as: EXPERTPLAN Service code 15 · EIN 52-2269494	Recordkeeping	$13,840
SANCTUARY WEALTH MANAGEMENT1+ years Service code 27 275 S FIFTH AVE · POCATELLO, ID 83201	Advisory (Plan)	$5,674

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$21K

$81 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.812%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COOPER NORMAN CPA
Auditor EIN: 820343828
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,517

$41,317-4.4%

$85,969-54.0%

$55,191-28.4%

Participation rate

24.3%

54.5%-30.1pp

76.5%-52.2pp

69.2%-44.8pp

Annual return

43.11%

3.93%+39.2pp

9.32%+33.8pp

10.78%+32.3pp

Employer contribution / active EE

$732

$1,198-38.9%

$3,474-78.9%

$1,899-61.5%

Participant deferral / active EE

$1,292

$1,914-32.5%

$3,829-66.3%

$3,046-57.6%

Admin fee / account holder

$321

$97+231.0%

$6,053-94.7%

$91+253.6%

Provider

Service type

Compensation

EXPERTPLAN, INC.1+ years

Filed as: EXPERTPLAN

Service code 15 · EIN 52-2269494

Recordkeeping

$13,840

SANCTUARY WEALTH MANAGEMENT1+ years

Service code 27

275 S FIFTH AVE · POCATELLO, ID 83201

Advisory (Plan)

$5,674

EAGLE EYE PRODUCE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAGLE EYE PRODUCE, INC. 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