Retirement plan

PATRICIA CLAUSEN MASTER RETIREMENT PLAN P/S

Name: PATRICIA CLAUSEN - PATRICIA CLAUSEN MASTER RETIREMENT PLAN P/S (2019) Form 5500
Creator: PATRICIA CLAUSEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATRICIA CLAUSEN MASTER RETIREMENT PLAN P/S, PATRICIA CLAUSEN

PATRICIA CLAUSENEIN 27-2936600Plan #002PY 2019

83417 DUFUR VALLEY ROAD - DUFUR, OR 97021541-467-2434

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$934K

No prior year

Total participants

No prior year

Average account balance

$934,258

No prior year

Annual return

25.54%

No prior year

Benchmarks

See 5,379 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,379 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$867K

Not enough data

1 years with asset history on file

Average account balance

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

$867K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-8.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46834

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 codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$31K

$30597 / participant

Other / not subdivided$31K100.0%

% of EOY assets

3.275%

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

$934,258

$142,426+556.0%

$115,167+711.2%

$152,909+511.0%

Participation rate

100.0%

82.4%+17.6pp

75.9%+24.1pp

82.5%+17.5pp

Annual return

25.54%

41.48%-15.9pp

35.60%-10.1pp

345.46%-319.9pp

Employer contribution / active EE

$8,637

$4,011+115.4%

$3,179+171.7%

$4,764+81.3%

Participant deferral / active EE

$5,165-100.0%

$4,169-100.0%

$5,851-100.0%

Admin fee / account holder

$30,597

$8,464+261.5%

$7,089+331.6%

$11,601+163.8%

PATRICIA CLAUSEN MASTER RETIREMENT PLAN P/S

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATRICIA CLAUSEN MASTER RETIREMENT PLAN P/S

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