Retirement plan

WOODHAM PEANUT 401K PLAN

Name: WOODHAM PEANUT - WOODHAM PEANUT 401K PLAN (2020) Form 5500
Creator: WOODHAM PEANUT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOODHAM PEANUT 401K PLAN, WOODHAM PEANUT

WOODHAM PEANUTEIN 59-2371237Plan #002PY 2020

3673 HIGHWAY 2 - GRACEVILLE, FL 32440850-263-3010

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$511K

+20.1% from 2019

Total participants

-20.0% from 2019

Average account balance

$127,763

+50.2% from 2019

Annual return

14.13%

-6.58 pp from 2019

Benchmarks

See 5,433 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,433 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$745K

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1702

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$9K

$2297 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.798%

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

$127,763

$149,741-14.7%

$118,914+7.4%

$158,982-19.6%

Participation rate

100.0%

82.1%+17.9pp

75.4%+24.6pp

82.0%+18.0pp

Annual return

14.13%

19.94%-5.8pp

35.89%-21.8pp

302.99%-288.9pp

Employer contribution / active EE

$1,876

$4,119-54.5%

$3,264-42.5%

$4,763-60.6%

Participant deferral / active EE

$5,786

$5,226+10.7%

$4,266+35.6%

$5,983-3.3%

Admin fee / account holder

$2,297

$8,607-73.3%

$6,582-65.1%

$11,252-79.6%

WOODHAM PEANUT 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOODHAM PEANUT 401K 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