Retirement plan

SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST

Name: SWANSONS FOOD OF ABERDEEN, INC. - SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST (2017) Form 5500
Creator: SWANSONS FOOD OF ABERDEEN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST, SWANSONS FOOD OF ABERDEEN, INC.

SWANSONS FOOD OF ABERDEEN, INC.EIN 91-0655626Plan #002PY 2017

915 SIMPSON AVE - HOQUIAM, WA 98550360-532-6120LinkedIn11-50 employeesfood & beverages

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$603K

-28.2% from 2016

Total participants

-15.8% from 2016

Average account balance

$37,701

-14.7% from 2016

Annual return

8.34%

+0.62 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$822K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7634

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 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

$337K

$22438 / participant

Other / not subdivided$337K100.0%

% of EOY assets

55.797%

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

$37,701

$99,652-62.2%

$78,778-52.1%

$147,586-74.5%

Participation rate

100.0%

76.2%+23.8pp

69.2%+30.8pp

82.8%+17.2pp

Annual return

8.34%

47.28%-38.9pp

35.62%-27.3pp

578.59%-570.2pp

Employer contribution / active EE

$969

$2,796-65.3%

$1,986-51.2%

$4,876-80.1%

Participant deferral / active EE

$994

$3,664-72.9%

$2,958-66.4%

$5,439-81.7%

Admin fee / account holder

$21,036

$7,155+194.0%

$5,134+309.8%

$10,886+93.2%

SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST

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