Retirement plan

EAGLE EYE PRODUCE, INC. 401(K) PLAN

Name: EAGLE EYE PRODUCE, INC. - EAGLE EYE PRODUCE, INC. 401(K) PLAN (2017) 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 2017

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

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$4.3M

+31.4% from 2016

Total participants

315

+8.6% from 2016

Average account balance

$53,448

+19.9% from 2016

Annual return

18.84%

+10.93 pp from 2016

Benchmarks

See 235 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort235 peers

Snapshot2017

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
BOWENGROUP ADVISORS LLC1 year Service code 27 2410 E 25TH CIRCLE · IDAHO FALLS, ID 83404	Advisory (Plan)	$20,945
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 S HOPE ST · LOS ANGELES, CA 90071	Recordkeeping Fees	$7,323

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

$29K

$94 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.672%

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

$53,448

$54,390-1.7%

$117,039-54.3%

$69,631-23.2%

Participation rate

23.5%

58.5%-35.1pp

77.2%-53.7pp

70.7%-47.2pp

Annual return

18.84%

18.33%+0.5pp

18.95%-0.1pp

27571.02%-27552.2pp

Employer contribution / active EE

$729

$1,357-46.3%

$3,785-80.7%

$2,032-64.1%

Participant deferral / active EE

$1,388

$2,076-33.1%

$3,929-64.7%

$3,224-57.0%

Admin fee / account holder

$359

$98+267.2%

$5,974-94.0%

$110+225.1%

Provider

Service type

Compensation

BOWENGROUP ADVISORS LLC1 year

Service code 27

2410 E 25TH CIRCLE · IDAHO FALLS, ID 83404

Advisory (Plan)

$20,945

AMERICAN FUNDS2 years

Filed as: CAPITAL RESEARCH AND MANAGEMENT CO

Service code 64

333 S HOPE ST · LOS ANGELES, CA 90071

Recordkeeping Fees

$7,323

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