Retirement plan

BRANTLEY NURSERIES PROFIT SHARING PLAN

Name: BRANTLEY NURSERIES - BRANTLEY NURSERIES PROFIT SHARING PLAN (2021) Form 5500
Creator: BRANTLEY NURSERIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRANTLEY NURSERIES PROFIT SHARING PLAN, BRANTLEY NURSERIES

BRANTLEY NURSERIESEIN 59-2447641Plan #001PY 2021

4761 COUNTY RD. 567 - CENTER HILL, FL 33514407-869-6545LinkedIn51-200 employeesfarming

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$3.4M

+11.7% from 2020

Total participants

143

-1.4% from 2020

Average account balance

$24,053

+13.2% from 2020

Annual return

12.80%

+2.18 pp from 2020

Benchmarks

See 2,182 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort2,182 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.56M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

186.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$528

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
CARPENTER CLAYDON ADVISORS, INC.4 years Service code 27 · EIN 80-0024967	Advisory (Plan)	$13,705
MORSE DOMEIER BUMGARDNER LLC1 year Filed as: MORSE BUMGARDNER LLC Service code 10 · EIN 81-4636200	Accounting	$13,016

Plan features & details

Pension benefit codes2A2E

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$14K

$241 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.406%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JMM CPA
Auditor EIN: 472940358
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,053

$70,587-65.9%

$124,693-80.7%

$85,847-72.0%

Participation rate

100.0%

64.4%+35.6pp

74.6%+25.4pp

69.3%+30.7pp

Annual return

12.80%

20688.83%-20676.0pp

5144.19%-5131.4pp

318.61%-305.8pp

Employer contribution / active EE

$1,724

$1,913-9.9%

$3,324-48.1%

$2,565-32.8%

Participant deferral / active EE

$2,969-100.0%

$4,615-100.0%

$3,952-100.0%

Admin fee / account holder

$98

$5,282-98.2%

$7,494-98.7%

$6,261-98.4%

Provider

Service type

Compensation

CARPENTER CLAYDON ADVISORS, INC.4 years

Service code 27 · EIN 80-0024967

Advisory (Plan)

$13,705

MORSE DOMEIER BUMGARDNER LLC1 year

Filed as: MORSE BUMGARDNER LLC

Service code 10 · EIN 81-4636200

Accounting

$13,016

BRANTLEY NURSERIES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRANTLEY NURSERIES 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