Retirement plan

AGRIDYNE , LLC EMPLOYEES PROFIT SHARING PLAN

Name: AGRIDYNE , LLC - AGRIDYNE , LLC EMPLOYEES PROFIT SHARING PLAN (2016) Form 5500
Creator: AGRIDYNE , LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGRIDYNE , LLC EMPLOYEES PROFIT SHARING PLAN, AGRIDYNE , LLC

AGRIDYNE , LLCEIN 36-4172915Plan #001PY 2016

2700 W LAWRENCE, SUITE 1 - SPRINGFIELD, IL 62704217-787-4200

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$2.5M

+1165.0% from 2015

Total participants

+6.2% from 2015

Average account balance

$36,646

+1091.7% from 2015

Annual return

1099.45%

+1099.45 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.27M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

161.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$216K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$757

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$309 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.477%

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

$36,646

$69,977-47.6%

$108,582-66.3%

$62,881-41.7%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

1099.45%

10.73%+1088.7pp

-51.70%+1151.1pp

20.14%+1079.3pp

Employer contribution / active EE

$2,612

$2,135+22.4%

$3,758-30.5%

$2,281+14.5%

Participant deferral / active EE

$914

$3,165-71.1%

$4,311-78.8%

$3,203-71.5%

Admin fee / account holder

$175

$5,076-96.6%

$7,645-97.7%

$4,296-95.9%

AGRIDYNE , LLC EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGRIDYNE , LLC EMPLOYEES 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