Retirement plan

VAN BAREN DUTCH AMERICAN FOODS INC PROFIT SHARING PLAN

Name: VAN BAREN DUTCH AMERICAN FOODS INC. - VAN BAREN DUTCH AMERICAN FOODS INC PROFIT SHARING PLAN (2016) Form 5500
Creator: VAN BAREN DUTCH AMERICAN FOODS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAN BAREN DUTCH AMERICAN FOODS INC PROFIT SHARING PLAN, VAN BAREN DUTCH AMERICAN FOODS INC.

VAN BAREN DUTCH AMERICAN FOODS INC.EIN 36-3383878Plan #001PY 2016

620 WILLIAMS ST. - RANDOLPH, WI 539561124920-326-6180LinkedIn11-50 employeesfood production

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$98,508

No prior year

Annual return

1.49%

No prior year

Benchmarks

See 3,036 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,036 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

144.4%

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

+9.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$695

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 codes2E2F2G2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$8K

$484 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.522%

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

$98,508

$96,956+1.6%

$69,779+41.2%

$273,972-64.0%

Participation rate

88.2%

77.1%+11.2pp

71.8%+16.4pp

83.0%+5.2pp

Annual return

1.49%

12.93%-11.4pp

12.99%-11.5pp

41.46%-40.0pp

Employer contribution / active EE

$2,361

$3,316-28.8%

$2,338+1.0%

$4,869-51.5%

Participant deferral / active EE

$3,744-100.0%

$2,931-100.0%

$5,287-100.0%

Admin fee / account holder

$514

$7,934-93.5%

$4,381-88.3%

$10,133-94.9%

VAN BAREN DUTCH AMERICAN FOODS INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VAN BAREN DUTCH AMERICAN FOODS INC PROFIT SHARING 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