Retirement plan

LAND VIEW, INC. 401(K) PLAN

Name: LAND VIEW, INC. - LAND VIEW, INC. 401(K) PLAN (2020) 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 2020

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

Prospect flagsHigh feesFailed to transmit contributions

How to read this page

Total assets (EOY)

$14.9M

+22.6% from 2019

Total participants

283

-14.2% from 2019

Average account balance

$55,275

+39.4% from 2019

Annual return

15.49%

-9.64 pp from 2019

Benchmarks

See 275 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort275 peers

Snapshot2020

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

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE6+ years Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$37,380
RESOURCES INVESTMENT ADVISORS LLC2 years Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211	Advisory (Plan)	$30,903
AMERIBEN6+ years Filed as: AMERIBEN IEC GROUP Service code 13 P.O. BOX 7186 · BOISE, ID 83707	Contract Administrator	$17,441
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 877 W. MAIN ST., STE. 800 · BOISE, ID 83702	Accounting	$13,967
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,475

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$96K

$368 / participant

Contract admin$96K100.0%

% of EOY assets

0.643%

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

$55,275

$58,101-4.9%

$118,946-53.5%

$73,412-24.7%

Participation rate

94.6%

56.1%+38.5pp

75.4%+19.2pp

72.2%+22.4pp

Annual return

15.49%

20.56%-5.1pp

35.89%-20.4pp

59.30%-43.8pp

Employer contribution / active EE

$1,819

$1,445+25.9%

$3,263-44.3%

$2,234-18.6%

Participant deferral / active EE

$4,188

$2,400+74.5%

$4,266-1.8%

$3,806+10.1%

Admin fee / account holder

$356

$138+157.5%

$6,581-94.6%

$158+125.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE6+ years

Filed as: GREAT-WEST LIFE & ANNUITY CO.

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$37,380

RESOURCES INVESTMENT ADVISORS LLC2 years

Filed as: RESOURCES INVESTMENT ADVISORS

Service code 27

4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211

Advisory (Plan)

$30,903

AMERIBEN6+ years

Filed as: AMERIBEN IEC GROUP

Service code 13

P.O. BOX 7186 · BOISE, ID 83707

Contract Administrator

$17,441

EIDE BAILLY LLP3 years

Service code 10 · EIN 45-0250958

877 W. MAIN ST., STE. 800 · BOISE, ID 83702

Accounting

$13,967

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: ADVISED ASSETS GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,475

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