Retirement plan

SAM BRIDGE NURSERY 401K PLAN

Name: SAM BRIDGE NURSERY GREENHOUSES - SAM BRIDGE NURSERY 401K PLAN (2017) Form 5500
Creator: SAM BRIDGE NURSERY GREENHOUSES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAM BRIDGE NURSERY 401K PLAN, SAM BRIDGE NURSERY GREENHOUSES

SAM BRIDGE NURSERY GREENHOUSESEIN 65-1238798Plan #001PY 2017

437 NORTH STREET - GREENWICH, CT 06830203-869-3418sambridge.comLinkedIn11-50 employeesretail

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

+22.1% from 2016

Total participants

-22.1% from 2016

Average account balance

$95,586

-10.7% from 2016

Annual return

17.21%

+5.79 pp from 2016

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.87M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

39.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$144K

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

+18.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40085

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$81 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.190%

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

$95,586

$57,828+65.3%

$117,039-18.3%

$70,126+36.3%

Participation rate

41.4%

67.1%-25.7pp

77.2%-35.8pp

69.5%-28.2pp

Annual return

17.21%

17.55%-0.3pp

18.95%-1.7pp

73.15%-55.9pp

Employer contribution / active EE

$1,816-100.0%

$3,785-100.0%

$2,343-100.0%

Participant deferral / active EE

$1,816

$2,438-25.5%

$3,929-53.8%

$3,332-45.5%

Admin fee / account holder

$182

$3,548-94.9%

$5,974-97.0%

$4,645-96.1%

SAM BRIDGE NURSERY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAM BRIDGE NURSERY 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