Retirement plan

AMERICAN FARMLAND TRUST 401(K) PLAN

Name: AMERICAN FARMLAND TRUST - AMERICAN FARMLAND TRUST 401(K) PLAN (2016) Form 5500
Creator: AMERICAN FARMLAND TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN FARMLAND TRUST 401(K) PLAN, AMERICAN FARMLAND TRUST

AMERICAN FARMLAND TRUSTEIN 52-1190211Plan #002PY 2016

1150 CONNECTICUT AVE NW STE 600 - WASHINGTON, DC 200364132202-378-1215

Other plans on this EIN

1 filing

#001Retirement-$7K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

+10.5% from 2015

Total participants

+20.6% from 2015

Average account balance

$87,446

-4.1% from 2015

Annual return

5.94%

+4.74 pp from 2015

Benchmarks

See 7,816 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,816 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.23M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

265

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$483

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

1 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 codes2E2F2G2J2T3D

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

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

$239K

$3850 / participant

Other / not subdivided$239K100.0%

% of EOY assets

4.014%

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

$87,446

$48,076+81.9%

$78,693+11.1%

$62,891+39.0%

Participation rate

77.4%

65.2%+12.2pp

73.6%+3.9pp

69.3%+8.1pp

Annual return

5.94%

31.35%-25.4pp

62.18%-56.2pp

20.14%-14.2pp

Employer contribution / active EE

$3,271

$2,015+62.3%

$2,850+14.8%

$2,281+43.4%

Participant deferral / active EE

$4,563

$2,588+76.3%

$3,517+29.7%

$3,203+42.5%

Admin fee / account holder

$3,510

$3,207+9.4%

$4,511-22.2%

$4,296-18.3%

AMERICAN FARMLAND TRUST 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN FARMLAND TRUST 401(K) 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