Retirement plan

STOCKMENS LIVESTOCK EXCHANGE INC PROFIT SHARING PLAN

Name: STOCKMENS LIVESTOCK EXCHANGE INC - STOCKMENS LIVESTOCK EXCHANGE INC PROFIT SHARING PLAN (2020) Form 5500
Creator: STOCKMENS LIVESTOCK EXCHANGE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STOCKMENS LIVESTOCK EXCHANGE INC PROFIT SHARING PLAN, STOCKMENS LIVESTOCK EXCHANGE INC

STOCKMENS LIVESTOCK EXCHANGE INCEIN 45-0338319Plan #001PY 2020

PO BOX 1209 - DICKINSON, ND 58602701-225-8156

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+16.7% from 2019

Total participants

-4.0% from 2019

Average account balance

$80,785

+11.8% from 2019

Annual return

10.31%

-1.95 pp from 2019

Benchmarks

See 5,435 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,435 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.65M

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27078

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

$13K

$719 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.667%

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

$80,785

$149,778-46.1%

$118,946-32.1%

$158,966-49.2%

Participation rate

100.0%

82.1%+17.9pp

75.4%+24.6pp

82.0%+18.0pp

Annual return

10.31%

19.95%-9.6pp

35.89%-25.6pp

302.95%-292.6pp

Employer contribution / active EE

$3,889

$4,117-5.5%

$3,263+19.2%

$4,762-18.3%

Participant deferral / active EE

$1,975

$5,225-62.2%

$4,266-53.7%

$5,983-67.0%

Admin fee / account holder

$539

$8,604-93.7%

$6,581-91.8%

$11,250-95.2%

STOCKMENS LIVESTOCK EXCHANGE INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STOCKMENS LIVESTOCK EXCHANGE 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