Retirement plan

JOHNSON POTATO FARMS LLC RETIREMENT SAVINGS PLAN

Name: JOHNSON POTATO FARMS LLC - JOHNSON POTATO FARMS LLC RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: JOHNSON POTATO FARMS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON POTATO FARMS LLC RETIREMENT SAVINGS PLAN, JOHNSON POTATO FARMS LLC

JOHNSON POTATO FARMS LLCEIN 83-0394947Plan #002PY 2015

5919 AUSTIN ROAD - NEWARK, NY 14513315-589-8574

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$782K

No prior year

Total participants

No prior year

Average account balance

$156,345

No prior year

Annual return

0.68%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$491K

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.

30.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4797

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 codes2E2F2J3D

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).
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

$8K

$1365 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.047%

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

$156,345

$106,115+47.3%

$85,969+81.9%

$125,389+24.7%

Participation rate

83.3%

84.1%-0.7pp

76.5%+6.8pp

83.2%+0.1pp

Annual return

0.68%

13.93%-13.2pp

9.32%-8.6pp

282.24%-281.6pp

Employer contribution / active EE

$1,757

$4,537-61.3%

$3,474-49.4%

$4,866-63.9%

Participant deferral / active EE

$7,463

$4,859+53.6%

$3,829+94.9%

$5,352+39.5%

Admin fee / account holder

$1,638

$8,144-79.9%

$6,053-72.9%

$9,541-82.8%

JOHNSON POTATO FARMS LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON POTATO FARMS LLC RETIREMENT 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