Retirement plan

TRIGEN PARTNERSHIP RETIREMENT PLAN

Name: TRIGEN PARTNERSHIP - TRIGEN PARTNERSHIP RETIREMENT PLAN (2019) Form 5500
Creator: TRIGEN PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIGEN PARTNERSHIP RETIREMENT PLAN, TRIGEN PARTNERSHIP

TRIGEN PARTNERSHIPEIN 46-4218935Plan #001PY 2019

27957 HARDING RD - CLERMONT, IA 52135563-380-1528

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$531K

+50.0% from 2018

Total participants

+3.2% from 2018

Average account balance

$17,142

+21.0% from 2018

Annual return

26.22%

+34.77 pp from 2018

Benchmarks

See 5,379 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,379 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

205.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

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

+13.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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 codes2E3D2G2J2F2T

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$16K

$1049 / participant

Other / not subdivided$16K100.0%

% of EOY assets

2.961%

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

$17,142

$142,430-88.0%

$115,170-85.1%

$152,897-88.8%

Participation rate

93.3%

82.4%+11.0pp

75.9%+17.4pp

82.5%+10.9pp

Annual return

26.22%

41.48%-15.3pp

35.60%-9.4pp

345.43%-319.2pp

Employer contribution / active EE

$4,182

$4,011+4.3%

$3,179+31.5%

$4,764-12.2%

Participant deferral / active EE

$2,473

$5,165-52.1%

$4,169-40.7%

$5,851-57.7%

Admin fee / account holder

$508

$8,464-94.0%

$7,089-92.8%

$11,599-95.6%

TRIGEN PARTNERSHIP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIGEN PARTNERSHIP RETIREMENT 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