Retirement plan

NEBRASKALAND PETS, INC. PROFIT SHARING 401(K) PLAN

Name: NEBRASKALAND PETS, INC. - NEBRASKALAND PETS, INC. PROFIT SHARING 401(K) PLAN (2019) Form 5500
Creator: NEBRASKALAND PETS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKALAND PETS, INC. PROFIT SHARING 401(K) PLAN, NEBRASKALAND PETS, INC.

NEBRASKALAND PETS, INC.EIN 83-0347581Plan #001PY 2019

47286 US HIGHWAY 20 - ATKINSON, NE 68713402-340-2973nebraskalandpets.comLinkedIn11-50 employeesfood & beverages

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$181K

+59.8% from 2018

Total participants

-11.8% from 2018

Average account balance

$12,928

+94.0% from 2018

Annual return

24.19%

+20.65 pp from 2018

Benchmarks

See 7,789 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,789 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$509K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

159.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+8.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$495

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$15K

$1175 / participant

Other / not subdivided$15K100.0%

% of EOY assets

8.438%

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

$12,928

$117,433-89.0%

$99,475-87.0%

$152,897-91.5%

Participation rate

92.3%

77.5%+14.8pp

73.8%+18.5pp

82.5%+9.9pp

Annual return

24.19%

31.87%-7.7pp

30.72%-6.5pp

345.43%-321.2pp

Employer contribution / active EE

$948

$3,013-68.5%

$2,540-62.7%

$4,764-80.1%

Participant deferral / active EE

$3,225

$4,086-21.1%

$3,619-10.9%

$5,851-44.9%

Admin fee / account holder

$1,091

$7,634-85.7%

$6,252-82.6%

$11,599-90.6%

NEBRASKALAND PETS, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKALAND PETS, INC. PROFIT SHARING 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