Retirement plan

WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATION 401(K) PROFIT SHARING PLAN

Name: WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATION - WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATION 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATION 401(K) PROFIT SHARING PLAN, WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATION

WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATIONEIN 39-1275145Plan #002PY 2017

P.O. BOX 365 - WISCONSIN RAPIDS, WI 54494715-423-2070wiscran.orgLinkedIn1-10 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$717K

+6.1% from 2016

Total participants

0.0% from 2016

Average account balance

$179,259

+6.1% from 2016

Annual return

12.69%

+8.64 pp from 2016

Benchmarks

See 5,614 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,614 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$488K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

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

+11.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10276

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 codes2E2F2G2J2T3D

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.
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

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

$69K

$22962 / participant

Other / not subdivided$69K100.0%

% of EOY assets

9.607%

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

$179,259

$73,546+143.7%

$63,018+184.5%

$147,586+21.5%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

12.69%

175.56%-162.9pp

87.62%-74.9pp

578.59%-565.9pp

Employer contribution / active EE

$2,624

$3,324-21.1%

$2,761-5.0%

$4,876-46.2%

Participant deferral / active EE

$5,478

$4,185+30.9%

$3,330+64.5%

$5,439+0.7%

Admin fee / account holder

$17,221

$5,956+189.2%

$3,601+378.3%

$10,886+58.2%

WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISCONSIN STATE CRANBERRY GROWER'S ASSOCIATION 401(K) 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