Retirement plan

HILLSDALE COOPERATIVE ELEVATOR COMPANY SAVINGS PLAN

Name: HILLSDALE COOPERATIVE ELEVATOR CO - HILLSDALE COOPERATIVE ELEVATOR COMPANY SAVINGS PLAN (2015) Form 5500
Creator: HILLSDALE COOPERATIVE ELEVATOR CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLSDALE COOPERATIVE ELEVATOR COMPANY SAVINGS PLAN, HILLSDALE COOPERATIVE ELEVATOR CO

HILLSDALE COOPERATIVE ELEVATOR COEIN 36-1219920Plan #002PY 2015

P.O. BOX 265 - HILLSDALE, IL 61257309-658-2218

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$777K

No prior year

Total participants

No prior year

Average account balance

$59,745

No prior year

Annual return

-1.61%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14404

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 codes2E2G2J

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.
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.

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

$6K

$513 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.793%

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

$59,745

$106,115-43.7%

$85,969-30.5%

$125,389-52.4%

Participation rate

100.0%

84.1%+15.9pp

76.5%+23.5pp

83.2%+16.8pp

Annual return

-1.61%

13.93%-15.5pp

9.32%-10.9pp

282.24%-283.9pp

Employer contribution / active EE

$2,656

$4,537-41.5%

$3,474-23.5%

$4,866-45.4%

Participant deferral / active EE

$5,625

$4,859+15.7%

$3,829+46.9%

$5,352+5.1%

Admin fee / account holder

$474

$8,144-94.2%

$6,053-92.2%

$9,541-95.0%

HILLSDALE COOPERATIVE ELEVATOR COMPANY SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILLSDALE COOPERATIVE ELEVATOR COMPANY 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