Retirement plan

NESHOBA COUNTY GIN ASSOCIATION PROFIT SHARING 401-K PLAN

Name: NESHOBA COUNTY GIN ASSOCIATION - NESHOBA COUNTY GIN ASSOCIATION PROFIT SHARING 401-K PLAN (2019) Form 5500
Creator: NESHOBA COUNTY GIN ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NESHOBA COUNTY GIN ASSOCIATION PROFIT SHARING 401-K PLAN, NESHOBA COUNTY GIN ASSOCIATION

NESHOBA COUNTY GIN ASSOCIATIONEIN 64-0325360Plan #002PY 2019

P.O. BOX 326 - PHILADELPHIA, MS 39350601-656-3463LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$737K

+23.8% from 2018

Total participants

-5.9% from 2018

Average account balance

$46,034

+31.5% from 2018

Annual return

18.05%

+25.73 pp from 2018

Benchmarks

See 5,380 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,380 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$676K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

53.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

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

+6.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7490

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

$12K

$897 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.584%

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

$46,034

$142,405-67.7%

$115,157-60.0%

$152,870-69.9%

Participation rate

100.0%

82.4%+17.6pp

75.9%+24.1pp

82.4%+17.6pp

Annual return

18.05%

41.48%-23.4pp

35.60%-17.6pp

345.34%-327.3pp

Employer contribution / active EE

$1,465

$4,010-63.5%

$3,179-53.9%

$4,763-69.2%

Participant deferral / active EE

$1,465

$5,164-71.6%

$4,168-64.9%

$5,850-75.0%

Admin fee / account holder

$729

$8,462-91.4%

$7,088-89.7%

$11,597-93.7%

NESHOBA COUNTY GIN ASSOCIATION PROFIT SHARING 401-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NESHOBA COUNTY GIN ASSOCIATION PROFIT SHARING 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