Retirement plan

FOX VALLEY FARM MANAGEMENT RETIREMENT SAVINGS PLAN AND TRUST

Name: FOX VALLEY FARM MANAGEMENT ASSOCIATION - FOX VALLEY FARM MANAGEMENT RETIREMENT SAVINGS PLAN AND TRUST (2016) Form 5500
Creator: FOX VALLEY FARM MANAGEMENT ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOX VALLEY FARM MANAGEMENT RETIREMENT SAVINGS PLAN AND TRUST, FOX VALLEY FARM MANAGEMENT ASSOCIATION

FOX VALLEY FARM MANAGEMENT ASSOCIATIONEIN 39-0985900Plan #003PY 2016

3962 N. RICHMOND STREET - APPLETON, WI 549137153920-560-1857fvfma.comLinkedIn1-10 employeesaccounting

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

No prior year

Average account balance

$293,026

No prior year

Annual return

2.24%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.18M

Not enough data

1 years with asset history on file

Average account balance

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

$515K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1187

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 codes2E2F2H2J3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$220 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.100%

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

$293,026

$135,956+115.5%

$123,894+136.5%

$273,972+7.0%

Participation rate

75.0%

84.1%-9.1pp

81.4%-6.4pp

83.0%-8.0pp

Annual return

2.24%

56.63%-54.4pp

47.52%-45.3pp

41.46%-39.2pp

Employer contribution / active EE

$4,356

$5,170-15.7%

$4,617-5.7%

$4,869-10.5%

Participant deferral / active EE

$4,877

$6,343-23.1%

$5,984-18.5%

$5,287-7.8%

Admin fee / account holder

$293

$9,817-97.0%

$8,357-96.5%

$10,133-97.1%

FOX VALLEY FARM MANAGEMENT RETIREMENT SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOX VALLEY FARM MANAGEMENT RETIREMENT SAVINGS PLAN AND TRUST

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