Retirement plan

EMPLOYEES PROFIT SHARING PLAN OF ANDERSON'S FERTILIZER SERVICE, INC.

Name: ANDERSONS FERTILIZER SERVICE, INC. - EMPLOYEES PROFIT SHARING PLAN OF ANDERSON'S FERTILIZER SERVICE, INC. (2018) Form 5500
Creator: ANDERSONS FERTILIZER SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES PROFIT SHARING PLAN OF ANDERSON'S FERTILIZER SERVICE, INC., ANDERSONS FERTILIZER SERVICE, INC.

ANDERSONS FERTILIZER SERVICE, INC.EIN 35-1104380Plan #003PY 2018

R.R. 1, BOX 4 - ROMNEY, IN 47981765-538-3285

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+11.9% from 2017

Total participants

+20.0% from 2017

Average account balance

$263,238

-6.7% from 2017

Annual return

5.40%

-3.98 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.00M

Not enough data

1 years with asset history on file

Average account balance

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

$499K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+8.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3124

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$11K

$1803 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.685%

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

$263,238

$135,645+94.1%

$110,243+138.8%

$135,380+94.4%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

5.40%

513.24%-507.8pp

314.76%-309.4pp

519.81%-514.4pp

Employer contribution / active EE

$15,309

$4,907+212.0%

$3,827+300.0%

$4,779+220.3%

Participant deferral / active EE

$5,507-100.0%

$4,672-100.0%

$5,609-100.0%

Admin fee / account holder

$1,803

$11,458-84.3%

$8,548-78.9%

$10,828-83.4%

EMPLOYEES PROFIT SHARING PLAN OF ANDERSON'S FERTILIZER SERVICE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEES PROFIT SHARING PLAN OF ANDERSON'S FERTILIZER SERVICE, INC.

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