Retirement plan

EAGLE EYE PRODUCE, INC. 401(K) PLAN

Name: EAGLE EYE PRODUCE, INC. - EAGLE EYE PRODUCE, INC. 401(K) PLAN (2020) 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 2020

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.2M

+17.9% from 2019

Total participants

347

-13.3% from 2019

Average account balance

$52,651

-2.0% from 2019

Annual return

18.14%

-2.87 pp from 2019

Benchmarks

See 275 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort275 peers

Snapshot2020

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 3 by compensation

Provider	Service type	Compensation
TOWNSQUARE CAPITAL LLC3 years Filed as: TOWNSQUARE CAPITAL INC. Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604	Advisory (Plan)	$32,405
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$7,214
RUDD & COMPANY PLLC3 years Filed as: RUDD & COMPANY, PLLC Service code 14 PO BOX 1895 · IDAHO FALLS, ID 834031895	Plan Administrator	$200

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

$39K

$125 / participant

Other / not subdivided$39K100.0%

% of EOY assets

0.548%

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

$52,651

$58,101-9.4%

$118,946-55.7%

$73,412-28.3%

Participation rate

33.0%

56.1%-23.1pp

75.4%-42.4pp

72.2%-39.2pp

Annual return

18.14%

20.56%-2.4pp

35.89%-17.7pp

59.30%-41.2pp

Employer contribution / active EE

$977

$1,445-32.4%

$3,263-70.1%

$2,234-56.2%

Participant deferral / active EE

$1,612

$2,400-32.8%

$4,266-62.2%

$3,806-57.7%

Admin fee / account holder

$289

$138+108.9%

$6,581-95.6%

$158+82.7%

Provider

Service type

Compensation

TOWNSQUARE CAPITAL LLC3 years

Filed as: TOWNSQUARE CAPITAL INC.

Service code 27

5314 RIVER RUN DR STE 300 · PROVO, UT 84604

Advisory (Plan)

$32,405

AMERICAN FUNDS2 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$7,214

RUDD & COMPANY PLLC3 years

Filed as: RUDD & COMPANY, PLLC

Service code 14

PO BOX 1895 · IDAHO FALLS, ID 834031895

Plan Administrator

$200

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