Retirement plan

THE EGG RETIREMENT PLAN

Name: WABASH VALLEY PRODUCE INC. - THE EGG RETIREMENT PLAN (2016) Form 5500
Creator: WABASH VALLEY PRODUCE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE EGG RETIREMENT PLAN, WABASH VALLEY PRODUCE INC.

WABASH VALLEY PRODUCE INC.EIN 35-1115109Plan #001PY 2016

4886 EAST 450 NORTH - DUBOIS, IN 47527812-678-3131

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16M

+8.6% from 2015

Total participants

325

-11.7% from 2015

Average account balance

$50,389

+22.2% from 2015

Annual return

7.41%

+7.96 pp from 2015

Benchmarks

See 233 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort233 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.21M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

347

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.

74.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-2

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 1 by compensation

Provider	Service type	Compensation
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408	Investment management fees paid direc...	$559

Plan features & details

Pension benefit codes2E2F2H2J2T3D3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$12 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.021%

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: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,389

$46,761+7.8%

$106,619-52.7%

$57,658-12.6%

Participation rate

97.5%

56.9%+40.6pp

78.0%+19.5pp

70.2%+27.3pp

Annual return

7.41%

15.77%-8.4pp

9.42%-2.0pp

5.13%+2.3pp

Employer contribution / active EE

$1,817

$1,274+42.6%

$3,947-54.0%

$1,974-7.9%

Participant deferral / active EE

$2,431

$1,954+24.4%

$3,930-38.1%

$3,061-20.6%

Admin fee / account holder

$11

$97-89.0%

$6,418-99.8%

$95-88.7%

Provider

Service type

Compensation

TD AMERITRADE, INC.2+ years

Filed as: TD AMERITRADE TRUST COMPANY

Service code 18 · EIN 20-0937408

Investment management fees paid direc...

$559

THE EGG RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE EGG RETIREMENT 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