Retirement plan

WILKINSON-COOPER PRODUCE, INC. PROFIT SHARING PLAN

Name: WILKINSON-COOPER PRODUCE, INC. - WILKINSON-COOPER PRODUCE, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: WILKINSON-COOPER PRODUCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILKINSON-COOPER PRODUCE, INC. PROFIT SHARING PLAN, WILKINSON-COOPER PRODUCE, INC.

WILKINSON-COOPER PRODUCE, INC.EIN 59-1103654Plan #001PY 2022

PO BOX 880 - BELLE GLADE, FL 33430561-996-6537wilkinson-cooper.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-8.4% from 2021

Total participants

+30.4% from 2021

Average account balance

$51,063

-29.8% from 2021

Annual return

-10.96%

-24.11 pp from 2021

Benchmarks

See 2,278 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort2,278 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

109.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$437K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10075

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 codes2E2J

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.

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

$25K

$893 / participant

Other / not subdivided$25K100.0%

% of EOY assets

1.632%

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

$51,063

$56,339-9.4%

$104,301-51.0%

$68,495-25.4%

Participation rate

100.0%

63.3%+36.7pp

73.3%+26.7pp

67.9%+32.1pp

Annual return

-10.96%

-9.19%-1.8pp

24.61%-35.6pp

-7.84%-3.1pp

Employer contribution / active EE

$714

$1,960-63.6%

$3,373-78.8%

$2,596-72.5%

Participant deferral / active EE

$1,699

$3,077-44.8%

$4,626-63.3%

$4,028-57.8%

Admin fee / account holder

$833

$4,902-83.0%

$7,340-88.6%

$5,403-84.6%

WILKINSON-COOPER PRODUCE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILKINSON-COOPER PRODUCE, 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