Retirement plan

LAND VIEW, INC. 401(K) PLAN

Name: LAND VIEW, INC. - LAND VIEW, INC. 401(K) PLAN (2018) Form 5500
Creator: LAND VIEW, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAND VIEW, INC. 401(K) PLAN, LAND VIEW, INC.

LAND VIEW, INC.EIN 82-0390380Plan #001PY 2018

P.O. BOX 475 - RUPERT, ID 83350208-531-4100lvf.comLinkedIn201-500 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.4M

-1.3% from 2017

Total participants

329

+1.2% from 2017

Average account balance

$31,179

-3.6% from 2017

Annual return

-5.56%

-22.51 pp from 2017

Benchmarks

See 441 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort441 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.84M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

315

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.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$281

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE4+ years Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$77,404
KESTRA INVESTMENT SERVICES LLC3 years Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735	Other Commissions	$35,286
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 PO BOX 1914 · BIZMARCK, ND 585021914	Accounting	$10,750
AMERIBEN4+ years Filed as: AMERIBEN/IEC GROUP Service code 10	Accounting	$9,932
AMERIBEN4+ years Filed as: AMERIBEN IEC GROUP Service code 13 P.O. BOX 7186 · BOISE, ID 83707	Contract Administrator	$5,600
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$459

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
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.

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

$97K

$394 / participant

Contract admin$77K79.6%
Other / not subdivided$20K20.4%

% of EOY assets

1.041%

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: EIDE BAILLY, LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,179

$65,557-52.4%

$105,738-70.5%

$56,287-44.6%

Participation rate

88.3%

63.4%+24.9pp

76.3%+11.9pp

69.9%+18.4pp

Annual return

-5.56%

-1.32%-4.2pp

6.27%-11.8pp

-9.96%+4.4pp

Employer contribution / active EE

$1,796

$1,788+0.4%

$3,268-45.1%

$2,111-14.9%

Participant deferral / active EE

$3,804

$2,418+57.3%

$4,080-6.8%

$3,350+13.5%

Admin fee / account holder

$324

$561-42.2%

$6,913-95.3%

$521-37.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE4+ years

Filed as: GREAT-WEST LIFE & ANNUITY CO.

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$77,404

KESTRA INVESTMENT SERVICES LLC3 years

Service code 55

5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735

Other Commissions

$35,286

EIDE BAILLY LLP1 year

Service code 10 · EIN 45-0250958

PO BOX 1914 · BIZMARCK, ND 585021914

Accounting

$10,750

AMERIBEN4+ years

Filed as: AMERIBEN/IEC GROUP

Service code 10

Accounting

$9,932

AMERIBEN4+ years

Filed as: AMERIBEN IEC GROUP

Service code 13

P.O. BOX 7186 · BOISE, ID 83707

Contract Administrator

$5,600

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$459

LAND VIEW, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAND VIEW, INC. 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