Retirement plan

AMERICAN FARMLAND TRUST 401(K) PLAN

Name: AMERICAN FARMLAND TRUST - AMERICAN FARMLAND TRUST 401(K) PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$9K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.5M

+26.3% from 2016

Total participants

-22.0% from 2016

Average account balance

$123,106

+40.8% from 2016

Annual return

19.77%

+13.83 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

$139K

$3312 / participant

Other / not subdivided$139K100.0%

% of EOY assets

1.852%

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

$123,106

$53,128+131.7%

$86,582+42.2%

$70,126+75.6%

Participation rate

92.9%

65.3%+27.6pp

73.5%+19.3pp

69.5%+23.3pp

Annual return

19.77%

27.66%-7.9pp

965.08%-945.3pp

73.15%-53.4pp

Employer contribution / active EE

$3,399

$2,068+64.4%

$2,839+19.7%

$2,343+45.1%

Participant deferral / active EE

$9,124

$2,695+238.6%

$3,609+152.9%

$3,332+173.9%

Admin fee / account holder

$2,280

$3,584-36.4%

$4,904-53.5%

$4,645-50.9%

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