Retirement plan

EASTERLIN PECAN COMPANY, INC. PROFIT SHARING PLAN

Name: EASTERLIN PECAN COMPANY, INC. - EASTERLIN PECAN COMPANY, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: EASTERLIN PECAN COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTERLIN PECAN COMPANY, INC. PROFIT SHARING PLAN, EASTERLIN PECAN COMPANY, INC.

EASTERLIN PECAN COMPANY, INC.EIN 58-1341517Plan #005PY 2016

P.O. BOX 216 - MONTEZUMA, GA 31063478-472-7731

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+20.4% from 2015

Total participants

+6.3% from 2015

Average account balance

$177,810

+20.4% from 2015

Annual return

11.61%

+13.67 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.91M

Not enough data

1 years with asset history on file

Average account balance

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

$377K

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.

28.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5985

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 codes2E2J3D

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.
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

$16K

$961 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.765%

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

$177,810

$136,307+30.4%

$106,619+66.8%

$273,972-35.1%

Participation rate

70.6%

84.8%-14.2pp

78.0%-7.4pp

83.0%-12.4pp

Annual return

11.61%

11.05%+0.6pp

9.42%+2.2pp

41.46%-29.8pp

Employer contribution / active EE

$4,708

$5,190-9.3%

$3,947+19.3%

$4,869-3.3%

Participant deferral / active EE

$4,412

$4,969-11.2%

$3,930+12.3%

$5,287-16.6%

Admin fee / account holder

$1,361

$8,625-84.2%

$6,418-78.8%

$10,133-86.6%

EASTERLIN PECAN COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTERLIN PECAN COMPANY, INC. 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