Retirement plan

OWEN K. KANESHIRO FARMS, LLC 401(K) PROFIT SHARING PLAN

Name: OWEN K. KANESHIRO FARMS, LLC - OWEN K. KANESHIRO FARMS, LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: OWEN K. KANESHIRO FARMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OWEN K. KANESHIRO FARMS, LLC 401(K) PROFIT SHARING PLAN, OWEN K. KANESHIRO FARMS, LLC

OWEN K. KANESHIRO FARMS, LLCEIN 47-0953983Plan #001PY 2018

95-935 PAIKAUHALE STREET - MILILANI, HI 96789808-625-1275

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-0.9% from 2017

Total participants

+5.0% from 2017

Average account balance

$76,679

-5.6% from 2017

Annual return

-3.78%

-23.13 pp from 2017

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

$4.16M

Not enough data

1 years with asset history on file

Average account balance

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

$297K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+20.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$568

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$53K

$2773 / participant

Other / not subdivided$53K100.0%

% of EOY assets

3.272%

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

$76,679

$127,100-39.7%

$105,738-27.5%

$135,379-43.4%

Participation rate

100.0%

82.7%+17.3pp

76.3%+23.7pp

82.6%+17.4pp

Annual return

-3.78%

4.49%-8.3pp

6.27%-10.0pp

519.79%-523.6pp

Employer contribution / active EE

$2,632

$4,107-35.9%

$3,268-19.5%

$4,779-44.9%

Participant deferral / active EE

$2,579

$5,064-49.1%

$4,080-36.8%

$5,609-54.0%

Admin fee / account holder

$2,509

$9,087-72.4%

$6,913-63.7%

$10,828-76.8%

OWEN K. KANESHIRO FARMS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OWEN K. KANESHIRO FARMS, LLC 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