Retirement plan

NATURE'S FOOD PATCH 401(K) PLAN

Name: NATURES FOOD PATCH INC - NATURE'S FOOD PATCH 401(K) PLAN (2017) Form 5500
Creator: NATURES FOOD PATCH INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATURE'S FOOD PATCH 401(K) PLAN, NATURES FOOD PATCH INC

NATURES FOOD PATCH INCEIN 59-2758834Plan #001PY 2017

1225 CLEVELAND ST - CLEARWATER, FL 337554908727-443-6703LinkedIn11-50 employeesfood & beverages

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$783K

+43.5% from 2016

Total participants

145

-17.1% from 2016

Average account balance

$5,932

+30.4% from 2016

Annual return

22.71%

+13.82 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

100

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.

104.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2320

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

Top 1 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931	Recordkeeping	$900

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$900

$10 / participant

Investment mgmt$900100.0%

% of EOY assets

0.115%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PDR CPAS ADVISORS INC
Auditor EIN: 591687531
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,932

$78,707-92.5%

$117,861-95.0%

$70,126-91.5%

Participation rate

85.2%

73.2%+12.0pp

79.7%+5.6pp

69.5%+15.7pp

Annual return

22.71%

23.30%-0.6pp

335.11%-312.4pp

73.15%-50.4pp

Employer contribution / active EE

$1,075

$2,223-51.7%

$3,786-71.6%

$2,343-54.1%

Participant deferral / active EE

$833

$3,297-74.8%

$4,482-81.4%

$3,332-75.0%

Admin fee / account holder

$5,066-99.9%

$8,021-99.9%

$4,645-99.9%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2 years

Filed as: T. ROWE PRICE RPS, INC

Service code 15 · EIN 52-1309931

Recordkeeping

$900

NATURE'S FOOD PATCH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATURE'S FOOD PATCH 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