Retirement plan

STANISLAUS FOOD PRODUCTS COMPANY RETIREMENT PLAN

Name: STANISLAUS FOOD PRODUCTS COMPANY - STANISLAUS FOOD PRODUCTS COMPANY RETIREMENT PLAN (2019) Form 5500
Creator: STANISLAUS FOOD PRODUCTS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANISLAUS FOOD PRODUCTS COMPANY RETIREMENT PLAN, STANISLAUS FOOD PRODUCTS COMPANY

STANISLAUS FOOD PRODUCTS COMPANYEIN 68-0225207Plan #001PY 2019

1202 D. STREET - MODESTO, CA 95354209-548-3400stanislausfoodproducts.comLinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.7M

+22.7% from 2018

Total participants

139

+5.3% from 2018

Average account balance

$127,306

+16.5% from 2018

Annual return

18.99%

+22.95 pp from 2018

Benchmarks

See 966 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort966 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.20M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

170

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.

84.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$366

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3 years Service code 15 · EIN 13-3689044	Recordkeeping	$38,661
ALL VALLEY ADMINISTRATORS, LLC3 years Service code 15 · EIN 77-0536417	Recordkeeping	$7,456
MESIROW FINANCIAL INVESTMENT MANAGE3 years Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849	Advisory (Plan)	$2,897

Plan features & details

Pension benefit codes2E2F2G2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$44 / participant

Contract admin$5K100.0%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CROWE, LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,306

$50,666+151.3%

$76,823+65.7%

$65,185+95.3%

Participation rate

100.0%

68.8%+31.2pp

72.1%+27.9pp

70.2%+29.8pp

Annual return

18.99%

28.51%-9.5pp

1166.42%-1147.4pp

29.38%-10.4pp

Employer contribution / active EE

$3,373

$1,575+114.2%

$2,302+46.5%

$2,177+54.9%

Participant deferral / active EE

$5,969

$2,647+125.5%

$3,336+78.9%

$3,514+69.9%

Admin fee / account holder

$37

$463-91.9%

$6,422-99.4%

$847-95.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3 years

Service code 15 · EIN 13-3689044

Recordkeeping

$38,661

ALL VALLEY ADMINISTRATORS, LLC3 years

Service code 15 · EIN 77-0536417

Recordkeeping

$7,456

MESIROW FINANCIAL INVESTMENT MANAGE3 years

Filed as: MESIROW FINANCIAL

Service code 27 · EIN 36-3194849

Advisory (Plan)

$2,897

STANISLAUS FOOD PRODUCTS COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANISLAUS FOOD PRODUCTS COMPANY RETIREMENT 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