Retirement plan

BOSWELL LIVESTOCK RETIREMENT SAVINGS PLAN

Name: BOSWELL LIVESTOCK - BOSWELL LIVESTOCK RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: BOSWELL LIVESTOCK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOSWELL LIVESTOCK RETIREMENT SAVINGS PLAN, BOSWELL LIVESTOCK

BOSWELL LIVESTOCKEIN 35-1897740Plan #001PY 2016

PO BOX 274 - BOSWELL, IN 47921765-480-0725LinkedIn1-10 employeesranching

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$463K

+15.9% from 2015

Total participants

-33.3% from 2015

Average account balance

$231,565

+15.9% from 2015

Annual return

5.89%

+7.54 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$687K

Not enough data

1 years with asset history on file

Average account balance

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

$343K

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+5.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$789

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 codes2E2F2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$1K

$264 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.228%

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

$231,565

$136,307+69.9%

$106,619+117.2%

$273,972-15.5%

Participation rate

50.0%

84.8%-34.8pp

78.0%-28.0pp

83.0%-33.0pp

Annual return

5.89%

11.05%-5.2pp

9.42%-3.5pp

41.46%-35.6pp

Employer contribution / active EE

$1,248

$5,190-76.0%

$3,947-68.4%

$4,869-74.4%

Participant deferral / active EE

$8,750

$4,969+76.1%

$3,930+122.6%

$5,287+65.5%

Admin fee / account holder

$528

$8,625-93.9%

$6,418-91.8%

$10,133-94.8%

BOSWELL LIVESTOCK RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOSWELL LIVESTOCK RETIREMENT SAVINGS 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