Retirement plan

EJ DAIRY MARKETING, INC. 401(K) PLAN

Name: EJ DAIRY MARKETING, INC. - EJ DAIRY MARKETING, INC. 401(K) PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-1.2% from 2017

Total participants

+7.8% from 2017

Average account balance

$24,923

-8.5% from 2017

Annual return

-6.41%

-22.45 pp from 2017

Benchmarks

See 1,775 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,775 peers

Snapshot2018

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

$92K

$1760 / participant

Other / not subdivided$92K100.0%

% of EOY assets

6.802%

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

$24,923

$52,836-52.8%

$105,736-76.4%

$64,173-61.2%

Participation rate

98.1%

66.5%+31.5pp

76.3%+21.7pp

69.6%+28.5pp

Annual return

-6.41%

14.30%-20.7pp

6.27%-12.7pp

7.63%-14.0pp

Employer contribution / active EE

$1,130

$1,827-38.2%

$3,268-65.4%

$2,381-52.5%

Participant deferral / active EE

$1,955

$2,545-23.2%

$4,080-52.1%

$3,470-43.7%

Admin fee / account holder

$1,695

$3,959-57.2%

$6,913-75.5%

$4,887-65.3%

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