Retirement plan

EJ DAIRY MARKETING, INC. 401(K) PLAN

Name: EJ DAIRY MARKETING, INC. - EJ DAIRY MARKETING, INC. 401(K) PLAN (2016) Form 5500
Creator: EJ DAIRY MARKETING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EJ DAIRY MARKETING, INC. 401(K) PLAN, EJ DAIRY MARKETING, INC.

EJ DAIRY MARKETING, INC.EIN 26-3907375Plan #001PY 2016

PO BOX 628 - MARATHON, WI 544480628715-693-6662ejdairymarketing.comLinkedIn51-200 employeesdairy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$22,206

No prior year

Annual return

6.87%

No prior year

Benchmarks

See 1,668 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,668 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.75M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

125.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$218K

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

+19.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$494

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 codes2E2F2G2J3D

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.
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

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

$28K

$563 / participant

Other / not subdivided$28K100.0%

% of EOY assets

2.437%

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

$22,206

$51,708-57.1%

$106,619-79.2%

$62,881-64.7%

Participation rate

98.0%

66.9%+31.1pp

78.0%+20.0pp

69.3%+28.7pp

Annual return

6.87%

4.69%+2.2pp

9.42%-2.6pp

20.14%-13.3pp

Employer contribution / active EE

$1,147

$1,764-35.0%

$3,947-70.9%

$2,281-49.7%

Participant deferral / active EE

$2,007

$2,315-13.3%

$3,930-48.9%

$3,203-37.3%

Admin fee / account holder

$541

$3,349-83.8%

$6,418-91.6%

$4,296-87.4%

EJ DAIRY MARKETING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EJ DAIRY MARKETING, 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