Retirement plan

CENTRAL MILLING EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: CENTRAL MILLING HOLDINGS INC - CENTRAL MILLING EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2020) Form 5500
Creator: CENTRAL MILLING HOLDINGS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL MILLING EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, CENTRAL MILLING HOLDINGS INC

CENTRAL MILLING HOLDINGS INCEIN 46-3266503Plan #002PY 2020

122 E CENTER STREET - LOGAN, UT 84321435-752-6625centralmilling.comLinkedIn51-200 employeesfood production

Other plans on this EIN

1 filing

#001Retirement-$6.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$19M

+37.8% from 2019

Total participants

107

+2.9% from 2019

Average account balance

$179,357

+35.2% from 2019

Annual return

36.39%

+48.13 pp from 2019

Benchmarks

See 1,842 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort1,842 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$54.58M

Not enough data

1 years with asset history on file

Average account balance

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

$447K

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.

122

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+19.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$324

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 codes2E2I2P3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$383K

$3873 / participant

Other / not subdivided$383K100.0%

% of EOY assets

2.017%

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

$179,357

$196,842-8.9%

$81,726+119.5%

Participation rate

99.0%

71.6%+27.4pp

72.0%+27.0pp

Annual return

36.39%

11.43%+25.0pp

29.49%+6.9pp

Employer contribution / active EE

$5,164

$2,386+116.5%

$4,311+19.8%

Participant deferral / active EE

$3,828-100.0%

$7,108-100.0%

Admin fee / account holder

$3,617

$15,940-77.3%

$5,160-29.9%

CENTRAL MILLING EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL MILLING EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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