Retirement plan

EMPLOYEE BENEFIT PLAN OF SCOTT COOPERATIVE ASSOCIATION

Name: SCOTT COOPERATIVE ASSOCIATION - EMPLOYEE BENEFIT PLAN OF SCOTT COOPERATIVE ASSOCIATION (2016) Form 5500
Creator: SCOTT COOPERATIVE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SCOTT COOPERATIVE ASSOCIATION, SCOTT COOPERATIVE ASSOCIATION

SCOTT COOPERATIVE ASSOCIATIONEIN 48-0627668Plan #002PY 2016

PO BOX 350 - SCOTT CITY, KS 67871620-872-5823scottcoop.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+16.2% from 2015

Total participants

+8.5% from 2015

Average account balance

$40,318

+11.5% from 2015

Annual return

9.05%

+9.90 pp from 2015

Benchmarks

See 1,668 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,668 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.47M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

115.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1375

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 codes2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$30K

$648 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.508%

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

$40,318

$51,708-22.0%

$106,619-62.2%

$62,881-35.9%

Participation rate

95.7%

66.9%+28.8pp

78.0%+17.7pp

69.3%+26.3pp

Annual return

9.05%

4.69%+4.4pp

9.42%-0.4pp

20.14%-11.1pp

Employer contribution / active EE

$476

$1,764-73.0%

$3,947-87.9%

$2,281-79.1%

Participant deferral / active EE

$2,800

$2,315+20.9%

$3,930-28.7%

$3,203-12.6%

Admin fee / account holder

$608

$3,349-81.8%

$6,418-90.5%

$4,296-85.8%

EMPLOYEE BENEFIT PLAN OF SCOTT COOPERATIVE ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SCOTT COOPERATIVE ASSOCIATION

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