Retirement plan

SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING PLAN

Name: SOUTHERN POULTRY RESEARCH GROUP, INC - SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SOUTHERN POULTRY RESEARCH GROUP, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING PLAN, SOUTHERN POULTRY RESEARCH GROUP, INC

SOUTHERN POULTRY RESEARCH GROUP, INCEIN 46-2814486Plan #001PY 2018

1061 HALE RD - WATKINSVILLE, GA 30677706-247-4046LinkedIn1-10 employees

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$156K

No prior year

Total participants

No prior year

Average account balance

$14,209

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.05M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

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).
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$161 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.340%

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

$14,209

$127,096-88.8%

$105,736-86.6%

$135,380-89.5%

Participation rate

84.6%

82.7%+1.9pp

76.3%+8.3pp

82.6%+2.0pp

Annual return

0.00%

4.49%-4.5pp

6.27%-6.3pp

519.81%-519.8pp

Employer contribution / active EE

$2,197

$4,107-46.5%

$3,268-32.8%

$4,779-54.0%

Participant deferral / active EE

$6,217

$5,064+22.8%

$4,080+52.4%

$5,609+10.8%

Admin fee / account holder

$190

$9,087-97.9%

$6,913-97.2%

$10,828-98.2%

SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN POULTRY RESEARCH GROUP, INC 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