Retirement plan

PHEASANTS FOREVER, INC. 401(K) PLAN

Name: PHEASANTS FOREVER, INC. - PHEASANTS FOREVER, INC. 401(K) PLAN (2016) Form 5500
Creator: PHEASANTS FOREVER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHEASANTS FOREVER, INC. 401(K) PLAN, PHEASANTS FOREVER, INC.

PHEASANTS FOREVER, INC.EIN 41-1429149Plan #001PY 2016

1783 BUERKLE CIRCLE - ST. PAUL, MN 55110651-773-2000LinkedIn201-500 employeesenvironmental services

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$11M

No prior year

Total participants

349

No prior year

Average account balance

$32,366

No prior year

Annual return

0.14%

No prior year

Benchmarks

See 233 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort233 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.34M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

778

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.33M

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

+15.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100

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

Top 1 by compensation

Provider	Service type	Compensation
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081	Recordkeeping	$41,067

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$41K

$160 / participant

Other / not subdivided$41K100.0%

% of EOY assets

0.372%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BOYUM & BARENSCHEER
Auditor EIN: 416192096
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,366

$46,761-30.8%

$106,619-69.6%

$57,658-43.9%

Participation rate

96.9%

56.9%+40.0pp

78.0%+18.9pp

70.2%+26.6pp

Annual return

0.14%

15.77%-15.6pp

9.42%-9.3pp

5.13%-5.0pp

Employer contribution / active EE

$2,280

$1,274+79.0%

$3,947-42.2%

$1,974+15.5%

Participant deferral / active EE

$3,368

$1,954+72.3%

$3,930-14.3%

$3,061+10.0%

Admin fee / account holder

$120

$97+24.5%

$6,418-98.1%

$95+27.4%

Provider

Service type

Compensation

ALERUS FINANCIAL, N.A.1+ years

Service code 15 · EIN 45-6062081

Recordkeeping

$41,067

PHEASANTS FOREVER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHEASANTS FOREVER, INC. 401(K) 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