Retirement plan

THE POULTRY FEDERATION 401 K PROFIT SHARING PLAN TRUST

Name: THE POULTRY FEDERATION - THE POULTRY FEDERATION 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: THE POULTRY FEDERATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE POULTRY FEDERATION 401 K PROFIT SHARING PLAN TRUST, THE POULTRY FEDERATION

THE POULTRY FEDERATIONEIN 71-0257015Plan #001PY 2017

PO BOX 1446 - LITTLE ROCK, AR 72203501-375-8131thepoultryfederation.comLinkedIn1-10 employeesgovernment relations

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed November 29, 2018 (most recent of 2 filings on file)

Plan administrator

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321 South Victory Street

Little Rock State: AR Zip Code: 72201

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Plans declared (1)

The Poultry Federation 457(b) Executive Retirement Plan1 emp

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Total assets (EOY)

$1M

+24.5% from 2016

Total participants

0.0% from 2016

Average account balance

$114,172

+24.5% from 2016

Annual return

23.41%

+14.39 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$732K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+17.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6003

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

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 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

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

$60K

$12021 / participant

Other / not subdivided$60K100.0%

% of EOY assets

5.849%

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

$114,172

$99,031+15.3%

$86,597+31.8%

$147,585-22.6%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

23.41%

1312.56%-1289.1pp

964.96%-941.5pp

578.57%-555.2pp

Employer contribution / active EE

$5,513

$3,132+76.0%

$2,840+94.2%

$4,876+13.1%

Participant deferral / active EE

$8,352

$3,972+110.2%

$3,609+131.4%

$5,439+53.6%

Admin fee / account holder

$6,678

$5,711+16.9%

$4,906+36.1%

$10,885-38.6%

THE POULTRY FEDERATION 401 K PROFIT SHARING PLAN TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE POULTRY FEDERATION 401 K PROFIT SHARING PLAN TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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