Retirement plan

GPOD OF IDAHO SALARY SAVINGS PLAN

Name: GPOD OF IDAHO - GPOD OF IDAHO SALARY SAVINGS PLAN (2017) Form 5500
Creator: GPOD OF IDAHO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GPOD OF IDAHO SALARY SAVINGS PLAN, GPOD OF IDAHO

GPOD OF IDAHOEIN 82-0294545Plan #001PY 2017

P.O. BOX 514, 865 E. 1400 N. - SHELLEY, ID 83274208-357-7646gpodpotatoes.comLinkedIn51-200 employeesfood production

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5M

+16.6% from 2016

Total participants

-6.1% from 2016

Average account balance

$73,035

+23.3% from 2016

Annual return

16.16%

+13.33 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

$7.50M

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.

94.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3126

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 2 by compensation

Provider	Service type	Compensation
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131	Advisory (Plan)	$8,333
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGMENT COMP Service code 64 333 S HOPE ST · LOS ANGELES, CA 90071	Recordkeeping Fees	$525

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$20 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.036%

all-in expense ratio

Categories reported

0 / 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: O'BRIEN TOMCHAK & CO CHARTERED
Auditor EIN: 820332706
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,035

$57,828+26.3%

$117,039-37.6%

$70,126+4.1%

Participation rate

73.3%

67.1%+6.2pp

77.2%-3.9pp

69.5%+3.8pp

Annual return

16.16%

17.55%-1.4pp

18.95%-2.8pp

73.15%-57.0pp

Employer contribution / active EE

$1,298

$1,816-28.5%

$3,785-65.7%

$2,343-44.6%

Participant deferral / active EE

$3,116

$2,438+27.8%

$3,929-20.7%

$3,332-6.5%

Admin fee / account holder

$26

$3,548-99.3%

$5,974-99.6%

$4,645-99.4%

Provider

Service type

Compensation

EDWARD JONES1 year

Service code 27

12555 MANCHESTER RD · ST LOUIS, MO 63131

Advisory (Plan)

$8,333

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH AND MANAGMENT COMP

Service code 64

333 S HOPE ST · LOS ANGELES, CA 90071

Recordkeeping Fees

$525

GPOD OF IDAHO SALARY SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GPOD OF IDAHO SALARY SAVINGS 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