Retirement plan

EAGLE EYE PRODUCE, INC. 401(K) PLAN

Name: EAGLE EYE PRODUCE, INC. - EAGLE EYE PRODUCE, INC. 401(K) PLAN (2016) 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 2016

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.3M

+26.7% from 2015

Total participants

290

+11.1% from 2015

Average account balance

$44,577

+12.8% from 2015

Annual return

7.91%

-35.20 pp from 2015

Benchmarks

See 233 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort233 peers

Snapshot2016

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
YELLOWSTONE PARTNERS1 year Filed as: YELLOWSTONE PARTNERS LLC Service code 27 3340 MERLIN DRE · IDAHO FALLS, ID 83404	Advisory (Plan)	$18,521
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 S HOPE ST · LOS ANGELES, CA 90071	Recordkeeping Fees	$100

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$21K

$76 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.654%

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

$44,577

$46,761-4.7%

$106,619-58.2%

$57,658-22.7%

Participation rate

23.0%

56.9%-33.8pp

78.0%-54.9pp

70.2%-47.2pp

Annual return

7.91%

15.77%-7.9pp

9.42%-1.5pp

5.13%+2.8pp

Employer contribution / active EE

$708

$1,274-44.4%

$3,947-82.1%

$1,974-64.1%

Participant deferral / active EE

$1,267

$1,954-35.2%

$3,930-67.8%

$3,061-58.6%

Admin fee / account holder

$292

$97+201.4%

$6,418-95.5%

$95+208.6%

Provider

Service type

Compensation

YELLOWSTONE PARTNERS1 year

Filed as: YELLOWSTONE PARTNERS LLC

Service code 27

3340 MERLIN DRE · IDAHO FALLS, ID 83404

Advisory (Plan)

$18,521

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH AND MANAGEMENT CO

Service code 64

333 S HOPE ST · LOS ANGELES, CA 90071

Recordkeeping Fees

$100

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