Retirement plan

RUN N JUMP FARM RETIREMENT PLAN

Name: RUN N JUMP FARM - RUN N JUMP FARM RETIREMENT PLAN (2022) Form 5500
Creator: RUN N JUMP FARM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUN N JUMP FARM RETIREMENT PLAN, RUN N JUMP FARM

RUN N JUMP FARMEIN 82-3170916Plan #002PY 2022

1036 SEIBERT RD. - BELLEFONTE, PA 16823814-355-7438

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$93K

-33.3% from 2021

Total participants

-50.0% from 2021

Average account balance

$92,841

+33.3% from 2021

Annual return

-15.58%

-23.43 pp from 2021

Benchmarks

See 6,309 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,309 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$36K

$35961 / participant

Other / not subdivided$36K100.0%

% of EOY assets

38.734%

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

$92,841

$129,960-28.6%

$104,299-11.0%

$134,545-31.0%

Participation rate

100.0%

79.5%+20.5pp

73.3%+26.7pp

81.2%+18.8pp

Annual return

-15.58%

42.06%-57.6pp

24.62%-40.2pp

418.37%-433.9pp

Employer contribution / active EE

$4,010

$4,186-4.2%

$3,373+18.9%

$4,742-15.4%

Participant deferral / active EE

$7,200

$5,589+28.8%

$4,626+55.7%

$6,401+12.5%

Admin fee / account holder

$35,961

$9,324+285.7%

$7,339+390.0%

$11,431+214.6%

RUN N JUMP FARM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUN N JUMP FARM 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