Retirement plan

UBG 401(K) PLAN - ATC

Name: AGRI TRAILS COOP, INC. - UBG 401(K) PLAN - ATC (2016) Form 5500
Creator: AGRI TRAILS COOP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UBG 401(K) PLAN - ATC, AGRI TRAILS COOP, INC.

AGRI TRAILS COOP, INC.EIN 47-5603846Plan #005PY 2016

508 N. MAIN - HOPE, KS 67451785-366-7213agritrails.comLinkedIn51-200 employeespackage/freight delivery

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.8M

No prior year

Total participants

109

No prior year

Average account balance

$37,936

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 120 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort120 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.50M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

72.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

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

+11.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3895

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 codes2E2F2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$250

$2 / participant

Other / not subdivided$250100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LINDBURG VOGEL PIERCE FARIS, CHTD.
Auditor EIN: 480841034
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,936

$36,694+3.4%

$40,145,923-99.9%

$55,167-31.2%

Participation rate

65.7%

57.2%+8.5pp

68.4%-2.7pp

69.0%-3.3pp

Annual return

0.00%

10.16%-10.2pp

5.24%-5.2pp

169.23%-169.2pp

Employer contribution / active EE

$1,135-100.0%

$1,844-100.0%

$1,963-100.0%

Participant deferral / active EE

$1,303

$1,679-22.4%

$2,591-49.7%

$3,054-57.3%

Admin fee / account holder

$175-98.1%

$2,903-99.9%

$504-99.3%

UBG 401(K) PLAN - ATC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UBG 401(K) PLAN - ATC

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