Retirement plan

NASONVILLE DAIRY, INC. EMPLOYEES PROFIT SHARING PLAN

Name: NASONVILLE DAIRY, INC. - NASONVILLE DAIRY, INC. EMPLOYEES PROFIT SHARING PLAN (2015) Form 5500
Creator: NASONVILLE DAIRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NASONVILLE DAIRY, INC. EMPLOYEES PROFIT SHARING PLAN, NASONVILLE DAIRY, INC.

NASONVILLE DAIRY, INC.EIN 39-1531117Plan #001PY 2015

10898 US HIGHWAY 10 - MARSHFIELD, WI 54449715-676-2177nasonvilledairy.comLinkedIn51-200 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

114

No prior year

Average account balance

$23,385

No prior year

Annual return

0.59%

No prior year

Benchmarks

See 2,073 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,073 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.75M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

165

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$511K

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

+17.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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

1 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 codes2E2F2G2T3D3H

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.
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

$150K

$1857 / participant

Other / not subdivided$150K100.0%

% of EOY assets

6.185%

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

$23,385

$48,274-51.6%

$63,244-63.0%

$59,633-60.8%

Participation rate

87.7%

66.3%+21.3pp

71.0%+16.6pp

68.7%+19.0pp

Annual return

0.59%

-240.79%+241.4pp

-70.31%+70.9pp

2041.45%-2040.9pp

Employer contribution / active EE

$2,469

$1,586+55.7%

$2,322+6.3%

$2,203+12.1%

Participant deferral / active EE

$2,343-100.0%

$2,953-100.0%

$3,192-100.0%

Admin fee / account holder

$1,446

$3,600-59.8%

$5,893-75.5%

$4,297-66.3%

NASONVILLE DAIRY, INC. EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NASONVILLE DAIRY, INC. 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