Retirement plan

SELECT MILK UFRO DIVISION PROFIT SHARING 401K PLAN

Name: SELECT MILK UFRO DIVISION - SELECT MILK UFRO DIVISION PROFIT SHARING 401K PLAN (2015) Form 5500
Creator: SELECT MILK UFRO DIVISION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SELECT MILK UFRO DIVISION PROFIT SHARING 401K PLAN, SELECT MILK UFRO DIVISION

SELECT MILK UFRO DIVISIONEIN 85-0425525Plan #001PY 2015

5151 BELT LINE ROAD, SUITE 455 - DALLAS, TX 75254575-746-6698selectmilk.comLinkedIn201-500 employeesdairy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$564K

No prior year

Total participants

No prior year

Average account balance

$20,135

No prior year

Annual return

1.01%

No prior year

Benchmarks

See 1,374 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,374 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$36.32M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

1,135

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.

84.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$19K

$549 / participant

Other / not subdivided$19K100.0%

% of EOY assets

3.312%

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

$20,135

$48,050-58.1%

$85,969-76.6%

$59,633-66.2%

Participation rate

70.6%

64.5%+6.1pp

76.5%-5.9pp

68.7%+1.9pp

Annual return

1.01%

0.29%+0.7pp

9.32%-8.3pp

2041.40%-2040.4pp

Employer contribution / active EE

$671

$1,640-59.1%

$3,474-80.7%

$2,203-69.6%

Participant deferral / active EE

$1,341

$2,249-40.4%

$3,829-65.0%

$3,192-58.0%

Admin fee / account holder

$667

$3,206-79.2%

$6,053-89.0%

$4,297-84.5%

SELECT MILK UFRO DIVISION PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SELECT MILK UFRO DIVISION PROFIT SHARING 401K 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