Retirement plan

GREGS FEED & SEED, INC. PROFIT SHARING PLAN

Name: GREGS FEED & SEED, INC. - GREGS FEED & SEED, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: GREGS FEED & SEED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREGS FEED & SEED, INC. PROFIT SHARING PLAN, GREGS FEED & SEED, INC.

GREGS FEED & SEED, INC.EIN 39-1366753Plan #001PY 2020

7282 COUNTY ROAD D - SOUTH WAYNE, WI 535879715608-439-5525LinkedIn1-10 employeeschemicals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$283K

+24.6% from 2019

Total participants

-14.3% from 2019

Average account balance

$47,087

+45.4% from 2019

Annual return

15.47%

+8.90 pp from 2019

Benchmarks

See 7,938 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,938 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$575K

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+30.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1158

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 codes2E2F2G2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$10K

$1956 / participant

Other / not subdivided$10K100.0%

% of EOY assets

3.462%

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

$47,087

$121,701-61.3%

$104,639-55.0%

$158,982-70.4%

Participation rate

100.0%

77.5%+22.5pp

74.1%+25.9pp

82.0%+18.0pp

Annual return

15.47%

465.72%-450.2pp

340.67%-325.2pp

302.99%-287.5pp

Employer contribution / active EE

$3,165-100.0%

$2,682-100.0%

$4,763-100.0%

Participant deferral / active EE

$6,112

$4,176+46.4%

$3,738+63.5%

$5,983+2.1%

Admin fee / account holder

$1,630

$7,778-79.0%

$6,465-74.8%

$11,252-85.5%

GREGS FEED & SEED, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREGS FEED & SEED, 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